West Oak Capital’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 |
-1,200
| Closed | -$33.7K | – | 354 |
|
|
2017
Q4 | $33.7K | Sell |
1,200
-600
| -33% | -$16.8K | 0.02% | 186 |
|
|
2017
Q3 | $59.1K | Buy |
1,800
+1,500
| +500% | +$49.2K | 0.04% | 174 |
|
|
2017
Q2 | $8.48K | Hold |
300
| – | – | 0.01% | 289 |
|
|
2017
Q1 | $9.2K | Buy |
+300
| New | +$9.2K | 0.01% | 306 |
|