Baldwin 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
2013
Q4
Sell
-21,070
Closed -$521K 247
2013
Q3
$521K Buy
21,070
+2,424
+13% +$59.9K 0.1% 158
2013
Q2
$419K Buy
+18,646
New +$419K 0.08% 155