Summit Financial Wealth Advisors’s Gen Digital GEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-580
Closed -$11K 152
2015
Q3
$11K Hold
580
0.01% 183
2015
Q2
$13K Hold
580
0.01% 217
2015
Q1
$15K Hold
580
0.01% 181
2014
Q4
$15K Buy
+580
New +$15K 0.01% 182