INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Gen Digital Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$466,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-8.29%
quarter
Gen Digital Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -42K | $20.14 | 23.13K | |
| Q2 2022 | share | Decrease | -0.86% | -201 shares | -111K | $21.96 | 23.13K |
| Q1 2022 | share | Increase | +0.87% | 201 shares | 18K | $26.52 | 23.33K |
| Q4 2021 | share | 0.00% | 0 shares | 16K | $26.2 | 23.13K | |
| Q3 2021 | share | 0.00% | 0 shares | -45K | $25.17 | 23.13K | |
| Q2 2021 | share | Increase | +1.84% | 419 shares | 147K | $26.95 | 23.13K |
| Q1 2021 | share | Increase | +13.11% | 2.63K shares | 66K | $20.96 | 22.71K |
| Q4 2020 | share | Increase | +99.20% | 10K shares | 207K | $20.36 | 20.08K |
| Q3 2020 | share | Increase | 0.00% | 10.08K shares | 210K | $20.28 | 10.08K |