WFG Advisors’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 1473 |
|
|
2017
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 1397 |
|
|
2016
Q4 | $1K | Sell |
42
-56
| -57% | -$1.33K | ﹤0.01% | 1472 |
|
|
2016
Q3 | $2K | Sell |
98
-49
| -33% | -$1K | ﹤0.01% | 1395 |
|
|
2016
Q2 | $3K | Buy |
147
+18
| +14% | +$367 | ﹤0.01% | 1319 |
|
|
2016
Q1 | $2K | Sell |
129
-10
| -7% | -$155 | ﹤0.01% | 1337 |
|
|
2015
Q4 | $3K | Buy |
139
+11
| +9% | +$237 | ﹤0.01% | 1297 |
|
|
2015
Q3 | $2K | Buy |
128
+1
| +0.8% | +$16 | ﹤0.01% | 1404 |
|
|
2015
Q2 | $3K | Hold |
127
| – | – | ﹤0.01% | 1415 |
|
|
2015
Q1 | $3K | Buy |
127
+1
| +0.8% | +$24 | ﹤0.01% | 1461 |
|
|
2014
Q4 | $3K | Hold |
126
| – | – | ﹤0.01% | 1758 |
|
|
2014
Q3 | $3K | Hold |
126
| – | – | ﹤0.01% | 1769 |
|
|
2014
Q2 | $3K | Buy |
126
+1
| +0.8% | +$24 | ﹤0.01% | 1738 |
|
|
2014
Q1 | $2K | Buy |
125
+50
| +67% | +$800 | ﹤0.01% | 1785 |
|
|
2013
Q4 | $2K | Sell |
75
-130
| -63% | -$3.47K | ﹤0.01% | 1963 |
|
|
2013
Q3 | $5K | Sell |
205
-4
| -2% | -$98 | ﹤0.01% | 1731 |
|
|
2013
Q2 | $5K | Buy |
+209
| New | +$5K | ﹤0.01% | 1660 |
|