Kings Point Capital Management’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,000
| Closed | -$78K | – | 595 |
|
|
2021
Q4 | $78K | Hold |
3,000
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $76K | Buy |
3,000
+1,000
| +50% | +$25.3K | 0.01% | 301 |
|
|
2021
Q2 | $54K | Buy |
+2,000
| New | +$54K | ﹤0.01% | 332 |
|
|
2020
Q1 | – | Sell |
-5,000
| Closed | -$128K | – | 463 |
|
|
2019
Q4 | $128K | Hold |
5,000
| – | – | 0.02% | 218 |
|
|
2019
Q3 | $118K | Buy |
+5,000
| New | +$118K | 0.02% | 208 |
|