True Wealth Design’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9K | Sell |
575
-1,040
| -64% | -$30.6K | 0.01% | 429 |
|
|
2025
Q1 | $42.9K | Buy |
1,615
+376
| +30% | +$9.98K | 0.02% | 214 |
|
|
2024
Q4 | $33.9K | Buy |
1,239
+46
| +4% | +$1.26K | 0.01% | 236 |
|
|
2024
Q3 | $32.7K | Buy |
1,193
+1,145
| +2,385% | +$31.4K | 0.01% | 223 |
|
|
2024
Q2 | $1.2K | Buy |
48
+23
| +92% | +$575 | ﹤0.01% | 469 |
|
|
2024
Q1 | $560 | Buy |
25
+11
| +79% | +$246 | ﹤0.01% | 600 |
|
|
2023
Q4 | $320 | Hold |
14
| – | – | ﹤0.01% | 595 |
|
|
2023
Q3 | $248 | Hold |
14
| – | – | ﹤0.01% | 603 |
|
|
2023
Q2 | $260 | Hold |
14
| – | – | ﹤0.01% | 611 |
|
|
2023
Q1 | $241 | Hold |
14
| – | – | ﹤0.01% | 696 |
|
|
2022
Q4 | $300 | Buy |
+14
| New | +$300 | ﹤0.01% | 582 |
|