Veritable’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,867
| Closed | -$210K | – | 789 |
|
|
2018
Q3 | $210K | Buy |
9,867
+120
| +1% | +$2.55K | ﹤0.01% | 764 |
|
|
2018
Q2 | $201K | Buy |
9,747
+141
| +1% | +$2.91K | ﹤0.01% | 756 |
|
|
2018
Q1 | $248K | Sell |
9,606
-1,891
| -16% | -$48.8K | 0.01% | 682 |
|
|
2017
Q4 | $323K | Buy |
11,497
+1,688
| +17% | +$47.4K | 0.01% | 603 |
|
|
2017
Q3 | $322K | Sell |
9,809
-197
| -2% | -$6.47K | 0.01% | 580 |
|
|
2017
Q2 | $283K | Buy |
10,006
+2,495
| +33% | +$70.6K | 0.01% | 639 |
|
|
2017
Q1 | $230K | Buy |
+7,511
| New | +$230K | 0.01% | 678 |
|
|
2015
Q2 | – | Sell |
-10,779
| Closed | -$252K | – | 789 |
|
|
2015
Q1 | $252K | Sell |
10,779
-1,060
| -9% | -$24.8K | 0.01% | 798 |
|
|
2014
Q4 | $304K | Sell |
11,839
-7,060
| -37% | -$181K | 0.01% | 736 |
|
|
2014
Q3 | $444K | Buy |
18,899
+3,590
| +23% | +$84.3K | 0.01% | 634 |
|
|
2014
Q2 | $351K | Buy |
15,309
+1,448
| +10% | +$33.2K | 0.01% | 709 |
|
|
2014
Q1 | $277K | Sell |
13,861
-595
| -4% | -$11.9K | 0.01% | 753 |
|
|
2013
Q4 | $341K | Buy |
14,456
+2,917
| +25% | +$68.8K | 0.01% | 675 |
|
|
2013
Q3 | $286K | Buy |
11,539
+292
| +3% | +$7.24K | 0.01% | 738 |
|
|
2013
Q2 | $253K | Buy |
+11,247
| New | +$253K | 0.01% | 778 |
|