LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Gen Digital GEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-112
| Closed | -$2K | – | 464 |
|
|
2020
Q4 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 745 |
|
|
2017
Q4 | – | Sell |
-88
| Closed | -$3K | – | 785 |
|
|
2017
Q3 | $3K | Buy |
+88
| New | +$3K | ﹤0.01% | 619 |
|
|
2016
Q2 | – | Sell |
-2,800
| Closed | -$51K | – | 639 |
|
|
2016
Q1 | $51K | Hold |
2,800
| – | – | ﹤0.01% | 391 |
|
|
2015
Q4 | $59K | Buy |
+2,800
| New | +$59K | ﹤0.01% | 401 |
|
|
2014
Q1 | – | Sell |
-316
| Closed | -$7K | – | 627 |
|
|
2013
Q4 | $7K | Sell |
316
-1,284
| -80% | -$28.4K | ﹤0.01% | 542 |
|
|
2013
Q3 | $40K | Hold |
1,600
| – | – | ﹤0.01% | 383 |
|
|
2013
Q2 | $36K | Buy |
+1,600
| New | +$36K | ﹤0.01% | 423 |
|