Sowell Financial Services’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-18,811
| Closed | -$413K | – | 427 |
|
|
2022
Q2 | $413K | Buy |
+18,811
| New | +$413K | 0.04% | 234 |
|
|
2021
Q2 | – | Sell |
-1,244
| Closed | -$26K | – | 1372 |
|
|
2021
Q1 | $26K | Sell |
1,244
-5,145
| -81% | -$108K | ﹤0.01% | 1937 |
|
|
2020
Q4 | $133K | Buy |
6,389
+2,362
| +59% | +$49.2K | 0.01% | 1037 |
|
|
2020
Q3 | $84K | Buy |
4,027
+17
| +0.4% | +$355 | ﹤0.01% | 1038 |
|
|
2020
Q2 | $80K | Sell |
4,010
-1,269
| -24% | -$25.3K | ﹤0.01% | 1031 |
|
|
2020
Q1 | $99K | Buy |
5,279
+5,263
| +32,894% | +$98.7K | 0.01% | 840 |
|
|
2019
Q4 | $0 | Sell |
16
-405
| -96% | – | ﹤0.01% | 2569 |
|
|
2019
Q3 | $10K | Buy |
+421
| New | +$10K | ﹤0.01% | 1526 |
|