Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.44K | Buy |
162
+1
| +0.6% | +$27 | ﹤0.01% | 581 |
|
|
2024
Q3 | $4.42K | Hold |
161
| – | – | ﹤0.01% | 578 |
|
|
2024
Q2 | $4.01K | Buy |
161
+1
| +0.6% | +$25 | ﹤0.01% | 548 |
|
|
2024
Q1 | $3.58K | Buy |
160
+1
| +0.6% | +$22 | ﹤0.01% | 559 |
|
|
2023
Q4 | $3.62K | Buy |
159
+1
| +0.6% | +$23 | ﹤0.01% | 565 |
|
|
2023
Q3 | $2.79K | Buy |
158
+1
| +0.6% | +$18 | ﹤0.01% | 582 |
|
|
2023
Q2 | $2.91K | Buy |
157
+2
| +1% | +$37 | ﹤0.01% | 590 |
|
|
2023
Q1 | $2.67K | Hold |
155
| – | – | ﹤0.01% | 598 |
|
|
2022
Q4 | $3.31K | Buy |
155
+1
| +0.6% | +$21 | ﹤0.01% | 625 |
|
|
2022
Q3 | $4K | Buy |
154
+1
| +0.7% | +$26 | ﹤0.01% | 641 |
|
|
2022
Q2 | $3K | Buy |
153
+1
| +0.7% | +$20 | ﹤0.01% | 647 |
|
|
2022
Q1 | $4K | Hold |
152
| – | – | ﹤0.01% | 584 |
|
|
2021
Q4 | $4K | Buy |
152
+1
| +0.7% | +$26 | ﹤0.01% | 611 |
|
|
2021
Q3 | $4K | Buy |
+151
| New | +$4K | ﹤0.01% | 623 |
|