Impact Partnership Wealth’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	–	Sell	-12,865	Closed	-$353K	–	308
2024 Q3	$353K	Buy	+12,865	New	+$353K	0.08%	152
2023 Q3	–	Sell	-806	Closed	-$15K	–	1083
2023 Q2	$15K	Buy	+806	New	+$15K	0.01%	380