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 |
|