Key Financial Inc’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-991
| Closed | -$20K | – | 1180 |
|
|
2022
Q4 | $20K | Hold |
991
| – | – | 0.01% | 495 |
|
|
2022
Q3 | $20K | Hold |
991
| – | – | 0.01% | 499 |
|
|
2022
Q2 | $22K | Hold |
991
| – | – | 0.01% | 487 |
|
|
2022
Q1 | $26K | Hold |
991
| – | – | 0.01% | 455 |
|
|
2021
Q4 | $26K | Hold |
991
| – | – | 0.01% | 443 |
|
|
2021
Q3 | $25K | Hold |
991
| – | – | 0.01% | 430 |
|
|
2021
Q2 | $25K | Hold |
991
| – | – | 0.01% | 438 |
|
|
2021
Q1 | $21K | Hold |
991
| – | – | 0.01% | 391 |
|
|
2020
Q4 | $21K | Buy |
+991
| New | +$21K | 0.02% | 369 |
|
|
2020
Q2 | – | Sell |
-991
| Closed | -$19K | – | 302 |
|
|
2020
Q1 | $19K | Buy |
+991
| New | +$19K | 0.02% | 330 |
|