Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-439
| Closed | -$11K | – | 525 |
|
|
2021
Q3 | $11K | Sell |
439
-1,584
| -78% | -$39.7K | ﹤0.01% | 806 |
|
|
2021
Q2 | $55K | Buy |
2,023
+149
| +8% | +$4.05K | 0.02% | 303 |
|
|
2021
Q1 | $40K | Hold |
1,874
| – | – | 0.02% | 322 |
|
|
2020
Q4 | $40K | Sell |
1,874
-3
| -0.2% | -$64 | 0.02% | 318 |
|
|
2020
Q3 | $39K | Sell |
1,877
-103
| -5% | -$2.14K | 0.02% | 270 |
|
|
2020
Q2 | $39K | Sell |
1,980
-191
| -9% | -$3.76K | 0.03% | 256 |
|
|
2020
Q1 | $41K | Buy |
2,171
+1,771
| +443% | +$33.4K | 0.04% | 232 |
|
|
2019
Q4 | $10K | Hold |
400
| – | – | 0.01% | 534 |
|
|
2019
Q3 | $9K | Sell |
400
-167
| -29% | -$3.76K | 0.01% | 535 |
|
|
2019
Q2 | $12K | Buy |
567
+167
| +42% | +$3.53K | 0.01% | 484 |
|
|
2019
Q1 | $9K | Hold |
400
| – | – | 0.01% | 454 |
|
|
2018
Q4 | $7K | Buy |
+400
| New | +$7K | 0.01% | 481 |
|