Perigon Wealth Management’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,729
| Closed | -$57K | – | 698 |
|
|
2020
Q4 | $57K | Buy |
+2,729
| New | +$57K | 0.01% | 699 |
|
|
2018
Q2 | – | Sell |
-995
| Closed | -$26K | – | 384 |
|
|
2018
Q1 | $26K | Hold |
995
| – | – | 0.01% | 394 |
|
|
2017
Q4 | $28K | Hold |
995
| – | – | 0.01% | 363 |
|
|
2017
Q3 | $33K | Hold |
995
| – | – | 0.01% | 392 |
|
|
2017
Q2 | $28K | Hold |
995
| – | – | 0.01% | 424 |
|
|
2017
Q1 | $31K | Hold |
995
| – | – | 0.01% | 430 |
|
|
2016
Q4 | $29K | Buy |
+995
| New | +$29K | 0.01% | 416 |
|
|
2016
Q3 | – | Sell |
-995
| Closed | -$20K | – | 619 |
|
|
2016
Q2 | $20K | Buy |
+995
| New | +$20K | 0.01% | 339 |
|