Wealthfront’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,359
| Closed | -$206K | – | 510 |
|
|
2017
Q4 | $206K | Buy |
7,359
+800
| +12% | +$22.4K | ﹤0.01% | 490 |
|
|
2017
Q3 | $215K | Sell |
6,559
-1,214
| -16% | -$39.8K | ﹤0.01% | 479 |
|
|
2017
Q2 | $220K | Sell |
7,773
-1,035
| -12% | -$29.3K | ﹤0.01% | 434 |
|
|
2017
Q1 | $270K | Buy |
+8,808
| New | +$270K | ﹤0.01% | 358 |
|
|
2015
Q4 | – | Sell |
-4,091
| Closed | -$80K | – | 572 |
|
|
2015
Q3 | $80K | Sell |
4,091
-2,698
| -40% | -$52.8K | ﹤0.01% | 445 |
|
|
2015
Q2 | $158K | Buy |
6,789
+323
| +5% | +$7.52K | 0.01% | 310 |
|
|
2015
Q1 | $151K | Sell |
6,466
-919
| -12% | -$21.5K | 0.01% | 304 |
|
|
2014
Q4 | $189K | Buy |
7,385
+1,432
| +24% | +$36.6K | 0.01% | 225 |
|
|
2014
Q3 | $140K | Buy |
5,953
+1,024
| +21% | +$24.1K | 0.01% | 225 |
|
|
2014
Q2 | $114K | Buy |
4,929
+3,188
| +183% | +$73.7K | 0.01% | 195 |
|
|
2014
Q1 | $35K | Buy |
+1,741
| New | +$35K | ﹤0.01% | 339 |
|