LWM
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LBA Wealth Management’s Gen Digital GEN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-500
Closed -$13K 467
2016
Q3
$13K Hold
500
0.01% 301
2016
Q2
$10K Hold
500
0.01% 311
2016
Q1
$9K Hold
500
0.01% 311
2015
Q4
$11K Buy
+500
New +$11K 0.01% 284