PFG Private 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
2023
Q4
Sell
-1,418
Closed -$25.1K 259
2023
Q3
$25.1K Sell
1,418
-2,779
-66% -$49.1K 0.02% 156
2023
Q2
$77.9K Buy
4,197
+228
+6% +$4.23K 0.05% 136
2023
Q1
$68.1K Buy
3,969
+68
+2% +$1.17K 0.04% 138
2022
Q4
$84K Buy
+3,901
New +$84K 0.05% 101