BerganKDV Wealth Management’s Gen Digital GEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13	Closed	-$279	–	1080
2022 Q4	$279	Buy	+13	New	+$279	﹤0.01%	996
2018 Q4	–	Sell	-124	Closed	-$3K	–	704
2018 Q3	$3K	Hold	124	–	–	﹤0.01%	565
2018 Q2	$3K	Buy	+124	New	+$3K	﹤0.01%	586