CWM
C2C Wealth Management’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,219
| Closed | -$317K | – | 244 |
|
|
2023
Q2 | $317K | Buy |
2,219
+4
| +0.2% | +$571 | 0.04% | 197 |
|
|
2023
Q1 | $222K | Buy |
+2,215
| New | +$222K | 0.04% | 217 |
|
|
2022
Q4 | – | Sell |
-1,774
| Closed | -$329K | – | 176 |
|
|
2022
Q3 | $329K | Buy |
1,774
+674
| +61% | +$125K | 0.06% | 128 |
|
|
2022
Q2 | $254K | Hold |
1,100
| – | – | 0.05% | 156 |
|
|
2022
Q1 | $293K | Sell |
1,100
-5,100
| -82% | -$1.36M | 0.05% | 157 |
|
|
2021
Q4 | $2.18M | Buy |
+6,200
| New | +$2.18M | 0.31% | 37 |
|