YorkBridge Wealth Partners’s Gen Digital GEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$6.28K | ﹤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% | +$3.01K | ﹤0.01% | 627 |
|
|
2018
Q1 | $8K | Buy |
300
+100
| +50% | +$2.67K | ﹤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% | -$75.2K | ﹤0.01% | 704 |
|
|
2017
Q1 | $102K | Sell |
3,209
-371
| -10% | -$11.8K | 0.05% | 256 |
|
|
2016
Q4 | $89K | Buy |
+3,580
| New | +$89K | 0.05% | 255 |
|