Householder Group Estate & Retirement Specialist’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-77
| Closed | -$2K | – | 788 |
|
2024
Q3 | $2K | Hold |
77
| – | – | ﹤0.01% | 1037 |
|
2024
Q2 | $1K | Buy |
77
+1
| +1% | +$13 | ﹤0.01% | 1132 |
|
2024
Q1 | $1.72K | Hold |
76
| – | – | ﹤0.01% | 1067 |
|
2023
Q4 | $1K | Sell |
76
-1,990
| -96% | -$26.2K | ﹤0.01% | 1064 |
|
2023
Q3 | $36.5K | Buy |
+2,066
| New | +$36.5K | 0.01% | 511 |
|
2023
Q1 | $35K | Buy |
+2,066
| New | +$35K | 0.01% | 513 |
|
2022
Q4 | – | Sell |
-2,064
| Closed | -$41K | – | 606 |
|
2022
Q3 | $41K | Buy |
+2,064
| New | +$41K | 0.02% | 437 |
|