Winslow Evans & Crocker’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 1272 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 1054 |
|
|
2020
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1087 |
|
|
2020
Q1 | $2K | Sell |
50
-200
| -80% | -$8K | ﹤0.01% | 1007 |
|
|
2019
Q4 | $8K | Hold |
250
| – | – | ﹤0.01% | 867 |
|
|
2019
Q3 | $6K | Buy |
250
+200
| +400% | +$4.8K | ﹤0.01% | 911 |
|
|
2019
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1071 |
|
|
2017
Q1 | – | Sell |
-770
| Closed | -$18.4K | – | 1255 |
|
|
2016
Q4 | $18.4K | Hold |
770
| – | – | 0.01% | 740 |
|
|
2016
Q3 | $19.3K | Hold |
770
| – | – | 0.01% | 744 |
|
|
2016
Q2 | $15.8K | Hold |
770
| – | – | ﹤0.01% | 763 |
|
|
2016
Q1 | $14.2K | Hold |
770
| – | – | ﹤0.01% | 795 |
|
|
2015
Q4 | $16.2K | Sell |
770
-256
| -25% | -$5.38K | ﹤0.01% | 796 |
|
|
2015
Q3 | $20K | Hold |
1,026
| – | – | 0.01% | 722 |
|
|
2015
Q2 | $23.8K | Hold |
1,026
| – | – | 0.01% | 725 |
|
|
2015
Q1 | $24K | Hold |
1,026
| – | – | 0.01% | 691 |
|
|
2014
Q4 | $26.3K | Hold |
1,026
| – | – | 0.01% | 669 |
|
|
2014
Q3 | $24.1K | Buy |
1,026
+1
| +0.1% | +$23 | 0.01% | 696 |
|
|
2014
Q2 | $23.5K | Sell |
1,025
-1,010
| -50% | -$23.1K | 0.01% | 639 |
|
|
2014
Q1 | $40.6K | Sell |
2,035
-940
| -32% | -$18.8K | 0.01% | 525 |
|
|
2013
Q4 | $70K | Buy |
+2,975
| New | +$70K | 0.02% | 457 |
|