Cassady Schiller 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
2024 Q4	$1.59K	Buy	+58	New	+$1.59K	﹤0.01%	645
2022 Q1	–	Sell	-10	Closed	–	–	295
2021 Q4	$0	Buy	+10	New	–	﹤0.01%	586