SWS
SYSTM Wealth Solutions’s Gen Digital GEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,613
| Closed | -$327K | – | 783 |
|
|
2024
Q1 | $327K | Sell |
14,613
-472
| -3% | -$10.6K | 0.04% | 338 |
|
|
2023
Q4 | $344K | Buy |
15,085
+1,079
| +8% | +$24.6K | 0.05% | 313 |
|
|
2023
Q3 | $248K | Sell |
14,006
-1,806
| -11% | -$31.9K | 0.04% | 397 |
|
|
2023
Q2 | $293K | Buy |
15,812
+472
| +3% | +$8.76K | 0.04% | 394 |
|
|
2023
Q1 | $263K | Buy |
15,340
+843
| +6% | +$14.5K | 0.04% | 404 |
|
|
2022
Q4 | $311K | Buy |
+14,497
| New | +$311K | 0.04% | 430 |
|