Tyler-Stone Wealth Management’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-401
| Closed | -$10K | – | 528 |
|
|
2024
Q2 | $10K | Hold |
401
| – | – | ﹤0.01% | 637 |
|
|
2024
Q1 | $8.99K | Hold |
401
| – | – | ﹤0.01% | 651 |
|
|
2023
Q4 | $9.16K | Hold |
401
| – | – | ﹤0.01% | 633 |
|
|
2023
Q3 | $7K | Hold |
401
| – | – | ﹤0.01% | 655 |
|
|
2023
Q2 | $7K | Buy |
+401
| New | +$7K | ﹤0.01% | 658 |
|
|
2022
Q4 | $9K | Hold |
401
| – | – | 0.01% | 569 |
|
|
2022
Q3 | $8K | Buy |
401
+2
| +0.5% | +$40 | 0.01% | 577 |
|
|
2022
Q2 | $9K | Buy |
399
+2
| +0.5% | +$45 | 0.01% | 577 |
|
|
2022
Q1 | $11K | Sell |
397
-60
| -13% | -$1.66K | 0.01% | 552 |
|
|
2021
Q4 | $12K | Buy |
+457
| New | +$12K | 0.01% | 569 |
|