Toth Financial Advisory’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,804
| Closed | -$48.1K | – | 809 |
|
|
2023
Q1 | $48.1K | Buy |
2,804
+304
| +12% | +$5.22K | 0.01% | 277 |
|
|
2022
Q4 | $53.6K | Sell |
2,500
-50
| -2% | -$1.07K | 0.01% | 271 |
|
|
2022
Q3 | $51K | Buy |
2,550
+50
| +2% | +$1K | 0.01% | 272 |
|
|
2022
Q2 | $55K | Hold |
2,500
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $66K | Hold |
2,500
| – | – | 0.01% | 261 |
|
|
2021
Q4 | $65K | Hold |
2,500
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $63K | Hold |
2,500
| – | – | 0.01% | 282 |
|
|
2021
Q2 | $68K | Hold |
2,500
| – | – | 0.01% | 256 |
|
|
2021
Q1 | $53K | Hold |
2,500
| – | – | 0.01% | 290 |
|
|
2020
Q4 | $52K | Buy |
2,500
+1,000
| +67% | +$20.8K | 0.01% | 257 |
|
|
2020
Q3 | $31K | Sell |
1,500
-14,025
| -90% | -$290K | 0.01% | 271 |
|
|
2020
Q2 | $308K | Buy |
+15,525
| New | +$308K | 0.07% | 141 |
|