LVW Advisors’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,937
| Closed | -$209K | – | 157 |
|
|
2015
Q4 | $209K | Sell |
9,937
-6,207
| -38% | -$131K | 0.08% | 142 |
|
|
2015
Q3 | $314K | Buy |
16,144
+1,332
| +9% | +$25.9K | 0.14% | 102 |
|
|
2015
Q2 | $344K | Buy |
14,812
+177
| +1% | +$4.11K | 0.15% | 96 |
|
|
2015
Q1 | $342K | Sell |
14,635
-337
| -2% | -$7.88K | 0.16% | 100 |
|
|
2014
Q4 | $384K | Buy |
+14,972
| New | +$384K | 0.21% | 92 |
|