Wealthspire Advisors (Maryland)’s Gen Digital GEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,521	Closed	-$81K	–	1067
2019 Q1	$81K	Buy	3,521 +158	+5%	+$3.44K	0.01%	716
2018 Q4	$64K	Buy	3,363 +718	+27%	+$14.8K	0.01%	755
2018 Q3	$56K	Buy	2,645 +1,342	+103%	+$27.3K	﹤0.01%	925
2018 Q2	$27K	Sell	1,303 -5,675	-81%	-$136K	﹤0.01%	1197
2018 Q1	$180K	Sell	6,978 -677	-9%	-$18.4K	0.02%	510
2017 Q4	$215K	Sell	7,655 -470	-6%	-$14.1K	0.02%	457
2017 Q3	$267K	Sell	8,125 -1,073	-12%	-$32.7K	0.03%	392
2017 Q2	$260K	Buy	9,198 +931	+11%	+$28.2K	0.03%	374
2017 Q1	$254K	Sell	8,267 -328	-4%	-$9.3K	0.04%	324
2016 Q4	$205K	Sell	8,595 -548	-6%	-$13.5K	0.03%	359
2016 Q3	$229K	Buy	9,143 +7,598	+492%	+$173K	0.04%	340
2016 Q2	$32K	Buy	1,545 +510	+49%	+$9.18K	0.01%	841
2016 Q1	$19K	Sell	1,035 -13	-1%	-$250	﹤0.01%	986
2015 Q4	$22K	Buy	+1,048	New	+$21.3K	﹤0.01%	933