Plante Moran Financial Advisors’s Gen Digital GEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-687	Closed	-$18K	–	884
2021 Q4	$18K	Buy	687 +587	+587%	+$14.9K	﹤0.01%	582
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	834
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	852
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	909
2020 Q4	$2K	Buy	+100	New	+$2.02K	﹤0.01%	771
2017 Q4	–	Sell	-52	Closed	-$2K	–	893
2017 Q3	$2K	Buy	+52	New	+$1.58K	﹤0.01%	724
2016 Q4	–	Sell	-76	Closed	-$2K	–	994
2016 Q3	$2K	Sell	76 -126	-62%	-$2.87K	﹤0.01%	834
2016 Q2	$4K	Buy	202 +90	+80%	+$1.62K	﹤0.01%	671
2016 Q1	$2K	Sell	112 -34	-23%	-$654	﹤0.01%	719
2015 Q4	$3K	Hold	146	–	–	﹤0.01%	818
2015 Q3	$3K	Sell	146 -19	-12%	-$409	﹤0.01%	635
2015 Q2	$4K	Sell	165 -46	-22%	-$1.12K	﹤0.01%	642
2015 Q1	$5K	Buy	211 +34	+19%	+$849	﹤0.01%	611
2014 Q4	$5K	Buy	177 +12	+7%	+$298	﹤0.01%	660
2014 Q3	$4K	Hold	165	–	–	﹤0.01%	698
2014 Q2	$4K	Buy	+165	New	+$3.51K	﹤0.01%	693
2014 Q1	–	Sell	-1,773	Closed	-$42K	–	649
2013 Q4	$42K	Buy	+1,773	New	+$41.5K	0.02%	260