AWE
Avidian Wealth Enterprises’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,850
| Closed | -$725K | – | 103 |
|
|
2018
Q3 | $725K | Buy |
12,850
+248
| +2% | +$14K | 0.23% | 44 |
|
|
2018
Q2 | $652K | Buy |
12,602
+2,804
| +29% | +$145K | 0.21% | 44 |
|
|
2018
Q1 | $450K | Buy |
9,798
+262
| +3% | +$12K | 0.15% | 56 |
|
|
2017
Q4 | $472 | Sell |
9,536
-652
| -6% | -$32 | 0.13% | 50 |
|
|
2017
Q3 | $468K | Buy |
+10,188
| New | +$468K | 0.18% | 47 |
|