TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-144
| Closed | -$2K | – | 421 |
|
|
2020
Q4 | $2K | Hold |
144
| – | – | ﹤0.01% | 662 |
|
|
2020
Q3 | $3K | Hold |
144
| – | – | ﹤0.01% | 597 |
|
|
2020
Q2 | $2K | Hold |
144
| – | – | ﹤0.01% | 619 |
|
|
2020
Q1 | $2K | Sell |
144
-131
| -48% | -$1.82K | ﹤0.01% | 603 |
|
|
2019
Q4 | $7K | Buy |
+275
| New | +$7K | ﹤0.01% | 639 |
|
|
2019
Q3 | – | Sell |
-275
| Closed | -$5K | – | 420 |
|
|
2019
Q2 | $5K | Buy |
+275
| New | +$5K | ﹤0.01% | 636 |
|
|
2018
Q4 | – | Sell |
-450
| Closed | -$9.58K | – | 512 |
|
|
2018
Q3 | $9.58K | Buy |
+450
| New | +$9.58K | ﹤0.01% | 767 |
|