Institutional & Family Asset Management’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $15.5K | Buy |
622
+68
| +12% | +$1.7K | ﹤0.01% | 368 |
|
|
2024
Q1 | $12.4K | Sell |
554
-10
| -2% | -$224 | ﹤0.01% | 381 |
|
|
2023
Q4 | $12.9K | Buy |
564
+22
| +4% | +$502 | ﹤0.01% | 358 |
|
|
2023
Q3 | $9.58K | Hold |
542
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $10.1K | Sell |
542
-39
| -7% | -$723 | ﹤0.01% | 386 |
|
|
2023
Q1 | $9.97K | Buy |
581
+43
| +8% | +$738 | ﹤0.01% | 379 |
|
|
2022
Q4 | $11.5K | Hold |
538
| – | – | ﹤0.01% | 360 |
|
|
2022
Q3 | $11K | Buy |
538
+89
| +20% | +$1.82K | ﹤0.01% | 374 |
|
|
2022
Q2 | $10K | Hold |
449
| – | – | ﹤0.01% | 385 |
|
|
2022
Q1 | $12K | Sell |
449
-7
| -2% | -$187 | ﹤0.01% | 415 |
|
|
2021
Q4 | $12K | Hold |
456
| – | – | ﹤0.01% | 422 |
|
|
2021
Q3 | $12K | Buy |
456
+115
| +34% | +$3.03K | ﹤0.01% | 524 |
|
|
2021
Q2 | $9K | Hold |
341
| – | – | ﹤0.01% | 606 |
|
|
2021
Q1 | $7K | Buy |
341
+121
| +55% | +$2.48K | ﹤0.01% | 618 |
|
|
2020
Q4 | $5K | Buy |
+220
| New | +$5K | ﹤0.01% | 637 |
|