WealthPLAN Partners’s Gen Digital GEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,362	Closed	-$62.4K	–	614
2023 Q2	$62.4K	Hold	3,362	–	–	0.01%	475
2023 Q1	$57.7K	Buy	+3,362	New	+$57.7K	0.01%	528