Joel Isaacson & Co’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,100
| Closed | -$20K | – | 740 |
|
|
2016
Q1 | $20K | Hold |
1,100
| – | – | ﹤0.01% | 485 |
|
|
2015
Q4 | $23K | Hold |
1,100
| – | – | 0.01% | 444 |
|
|
2015
Q3 | $21K | Hold |
1,100
| – | – | 0.01% | 468 |
|
|
2015
Q2 | $26K | Hold |
1,100
| – | – | 0.01% | 460 |
|
|
2015
Q1 | $26K | Hold |
1,100
| – | – | 0.01% | 449 |
|
|
2014
Q4 | $28K | Buy |
+1,100
| New | +$28K | 0.01% | 389 |
|