Lourd Capital’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-12,506
| Closed | -$236K | – | 188 |
|
2018
Q4 | $236K | Sell |
12,506
-24
| -0.2% | -$453 | 0.02% | 238 |
|
2018
Q3 | $267K | Buy |
12,530
+1,275
| +11% | +$27.2K | 0.02% | 242 |
|
2018
Q2 | $232K | Sell |
11,255
-15
| -0.1% | -$309 | 0.03% | 106 |
|
2018
Q1 | $291K | Sell |
11,270
-296
| -3% | -$7.64K | 0.04% | 106 |
|
2017
Q4 | $325K | Buy |
+11,566
| New | +$325K | 0.02% | 214 |
|