Integrated Wealth Management’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-48
| Closed | -$1K | – | 536 |
|
|
2016
Q3 | $1K | Hold |
48
| – | – | ﹤0.01% | 1144 |
|
|
2016
Q2 | $1K | Hold |
48
| – | – | ﹤0.01% | 1170 |
|
|
2016
Q1 | $1K | Sell |
48
-51
| -52% | -$1.06K | ﹤0.01% | 1086 |
|
|
2015
Q4 | $2K | Hold |
99
| – | – | ﹤0.01% | 1087 |
|
|
2015
Q3 | $2K | Hold |
99
| – | – | ﹤0.01% | 1102 |
|
|
2015
Q2 | $2K | Sell |
99
-1,080
| -92% | -$21.8K | ﹤0.01% | 1137 |
|
|
2015
Q1 | $27K | Buy |
+1,179
| New | +$27K | 0.01% | 501 |
|