TrinityPoint Wealth’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
$1.53M Buy
56,058
+127
+0.2% +$3.48K 0.22% 108
2024
Q3
$1.53M Buy
55,931
+765
+1% +$21K 0.22% 106
2024
Q2
$1.38M Buy
55,166
+2,146
+4% +$53.6K 0.22% 109
2024
Q1
$1.19M Buy
53,020
+24,310
+85% +$545K 0.2% 117
2023
Q4
$655K Buy
+28,710
New +$655K 0.12% 164