Nelson Capital Management’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-56
| Closed | -$1K | – | 333 |
|
|
2019
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 289 |
|
|
2019
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 267 |
|
|
2018
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 278 |
|
|
2018
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 283 |
|
|
2018
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 251 |
|
|
2018
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 256 |
|
|
2017
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 304 |
|
|
2017
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 236 |
|
|
2017
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 269 |
|
|
2017
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 243 |
|
|
2016
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 248 |
|
|
2016
Q3 | $1K | Sell |
56
-1,400
| -96% | -$25K | ﹤0.01% | 247 |
|
|
2016
Q2 | $30K | Hold |
1,456
| – | – | 0.01% | 136 |
|
|
2016
Q1 | $27K | Hold |
1,456
| – | – | 0.01% | 140 |
|
|
2015
Q4 | $31K | Buy |
+1,456
| New | +$31K | 0.01% | 133 |
|