Lee Financial’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-91
| Closed | -$1.56K | – | 807 |
|
|
2023
Q1 | $1.56K | Buy |
+91
| New | +$1.56K | ﹤0.01% | 714 |
|
|
2018
Q4 | – | Sell |
-750
| Closed | -$16K | – | 454 |
|
|
2018
Q3 | $16K | Hold |
750
| – | – | ﹤0.01% | 272 |
|
|
2018
Q2 | $15K | Sell |
750
-159
| -17% | -$3.18K | ﹤0.01% | 402 |
|
|
2018
Q1 | $23K | Buy |
909
+159
| +21% | +$4.02K | 0.01% | 333 |
|
|
2017
Q4 | $21K | Hold |
750
| – | – | 0.01% | 246 |
|
|
2017
Q3 | $25K | Hold |
750
| – | – | 0.01% | 225 |
|
|
2017
Q2 | $21K | Hold |
750
| – | – | 0.01% | 245 |
|
|
2017
Q1 | $23K | Hold |
750
| – | – | 0.01% | 209 |
|
|
2016
Q4 | $18K | Buy |
+750
| New | +$18K | 0.01% | 230 |
|