Institutional & Family Asset Management’s Gen Digital GEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$15.5K	Buy	622 +68	+12%	+$1.56K	﹤0.01%	370
2024 Q1	$12.4K	Sell	554 -10	-2%	-$222	﹤0.01%	383
2023 Q4	$12.9K	Buy	564 +22	+4%	+$436	﹤0.01%	360
2023 Q3	$9.58K	Hold	542	–	–	﹤0.01%	383
2023 Q2	$10.1K	Sell	542 -39	-7%	-$682	﹤0.01%	387
2023 Q1	$9.97K	Buy	581 +43	+8%	+$863	﹤0.01%	380
2022 Q4	$11.5K	Hold	538	–	–	﹤0.01%	361
2022 Q3	$11K	Buy	538 +89	+20%	+$2.06K	﹤0.01%	375
2022 Q2	$10K	Hold	449	–	–	﹤0.01%	386
2022 Q1	$12K	Sell	449 -7	-2%	-$192	﹤0.01%	418
2021 Q4	$12K	Hold	456	–	–	﹤0.01%	423
2021 Q3	$12K	Buy	456 +115	+34%	+$2.99K	﹤0.01%	526
2021 Q2	$9K	Hold	341	–	–	﹤0.01%	608
2021 Q1	$7K	Buy	341 +121	+55%	+$2.54K	﹤0.01%	619
2020 Q4	$5K	Buy	+220	New	+$4.44K	﹤0.01%	638