Integrated Wealth Counsel’s Gen Digital GEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$81K Hold
2016
Q3
$85K Hold
2016
Q2
$70K Hold
2016
Q1
$62K Hold
2015
Q4
$71K Hold
2015
Q3
$66K Hold
2015
Q2
$79K Hold
2015
Q1
$79K Hold
2014
Q4
$87K Hold
2014
Q3
$80K Hold
2014
Q2
$78K Hold
2014
Q1
$68K Hold
2013
Q4
$80K Hold
2013
Q3
$84.2K Hold
2013
Q2
$76K Buy