MSFP
Mark Sheptoff Financial Planning’s Gen Digital GEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Hold |
1,700
| – | – | 0.03% | 186 |
|
|
2025
Q1 | $45.1K | Sell |
1,700
-19,008
| -92% | -$504K | 0.02% | 176 |
|
|
2024
Q4 | $567K | Buy |
20,708
+5,201
| +34% | +$142K | 0.3% | 55 |
|
|
2024
Q3 | $425K | Buy |
15,507
+15,301
| +7,428% | +$420K | 0.23% | 59 |
|
|
2024
Q2 | $5.15K | Buy |
206
+1
| +0.5% | +$25 | ﹤0.01% | 360 |
|
|
2024
Q1 | $4.59K | Buy |
205
+1
| +0.5% | +$22 | ﹤0.01% | 335 |
|
|
2023
Q4 | $4.65K | Buy |
+204
| New | +$4.65K | ﹤0.01% | 329 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$10K | – | 366 |
|
|
2018
Q2 | $10K | Sell |
500
-500
| -50% | -$10K | 0.01% | 280 |
|
|
2018
Q1 | $26K | Sell |
1,000
-1,000
| -50% | -$26K | 0.02% | 211 |
|
|
2017
Q4 | $56K | Sell |
2,000
-100
| -5% | -$2.8K | 0.04% | 167 |
|
|
2017
Q3 | $69K | Hold |
2,100
| – | – | 0.05% | 162 |
|
|
2017
Q2 | $59K | Sell |
2,100
-1
| -0% | -$28 | 0.04% | 165 |
|
|
2017
Q1 | $64K | Buy |
2,101
+1
| +0% | +$30 | 0.05% | 166 |
|
|
2016
Q4 | $50K | Sell |
2,100
-500
| -19% | -$11.9K | 0.04% | 179 |
|
|
2016
Q3 | $65K | Buy |
+2,600
| New | +$65K | 0.05% | 155 |
|