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YorkBridge Wealth Partners’s Gen Digital GEN Stock Holding History

YorkBridge Wealth Partners’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200
Closed -$4K – 357
2019
Q2 		$4K Hold
200
– – ﹤0.01% 669
2019
Q1 		$5K Sell
200
-251
-56% -$5.46K ﹤0.01% 656
2018
Q4 		$9K Hold
451
– – ﹤0.01% 585
2018
Q3 		$9K Hold
451
– – ﹤0.01% 608
2018
Q2 		$9K Buy
451
+151
+50% +$3.63K ﹤0.01% 627
2018
Q1 		$8K Buy
300
+100
+50% +$2.72K ﹤0.01% 641
2017
Q4 		$5K Hold
200
– – ﹤0.01% 704
2017
Q3 		$7K Hold
200
– – ﹤0.01% 672
2017
Q2 		$5K Sell
200
-3,009
-94% -$91K ﹤0.01% 704
2017
Q1 		$102K Sell
3,209
-371
-10% -$10.5K 0.05% 256
2016
Q4 		$89K Buy
+3,580
New +$87.9K 0.05% 255

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