Mosaic Family Wealth’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-133
| Closed | -$3K | – | 641 |
|
|
2018
Q3 | $3K | Hold |
133
| – | – | ﹤0.01% | 582 |
|
|
2018
Q2 | $3K | Hold |
133
| – | – | ﹤0.01% | 614 |
|
|
2018
Q1 | $3K | Hold |
133
| – | – | ﹤0.01% | 612 |
|
|
2017
Q4 | $4K | Hold |
133
| – | – | ﹤0.01% | 608 |
|
|
2017
Q3 | $4K | Hold |
133
| – | – | ﹤0.01% | 735 |
|
|
2017
Q2 | $4K | Hold |
133
| – | – | ﹤0.01% | 594 |
|
|
2017
Q1 | $4K | Hold |
133
| – | – | ﹤0.01% | 605 |
|
|
2016
Q4 | $3K | Sell |
133
-36
| -21% | -$812 | ﹤0.01% | 623 |
|
|
2016
Q3 | $4K | Sell |
169
-164
| -49% | -$3.88K | ﹤0.01% | 606 |
|
|
2016
Q2 | $7K | Hold |
333
| – | – | ﹤0.01% | 561 |
|
|
2016
Q1 | $6K | Sell |
333
-36
| -10% | -$649 | ﹤0.01% | 580 |
|
|
2015
Q4 | $7K | Buy |
+369
| New | +$7K | ﹤0.01% | 562 |
|