WR Wealth Planners’s Gen Digital GEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$4.11K Hold
2024
Q3
$4.12K Hold
2024
Q2
$3.75K Hold
2024
Q1
$3.36K Buy
2023
Q4
Sell
2023
Q3
$9.65K Hold
2023
Q2
$10.1K Buy
2023
Q1
$2.57K Buy