WR Wealth Planners’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.11K | Hold |
150
| – | – | ﹤0.01% | 734 |
|
|
2024
Q3 | $4.12K | Hold |
150
| – | – | ﹤0.01% | 776 |
|
|
2024
Q2 | $3.75K | Hold |
150
| – | – | ﹤0.01% | 766 |
|
|
2024
Q1 | $3.36K | Buy |
+150
| New | +$3.36K | ﹤0.01% | 790 |
|
|
2023
Q4 | – | Sell |
-546
| Closed | -$9.65K | – | 447 |
|
|
2023
Q3 | $9.65K | Hold |
546
| – | – | ﹤0.01% | 576 |
|
|
2023
Q2 | $10.1K | Buy |
546
+396
| +264% | +$7.35K | ﹤0.01% | 571 |
|
|
2023
Q1 | $2.57K | Buy |
+150
| New | +$2.57K | ﹤0.01% | 751 |
|