Caldwell Trust’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30
|
|
||||
|
2024
Q1 | $3.78K | Sell |
30
-834
|
|
||||
|
2023
Q4 | $112K | Sell |
864
-322
|
|
||||
|
2023
Q3 | $129K | Sell |
1,186
-63
|
|
||||
|
2023
Q2 | $186K | Sell |
1,249
-306
|
|
||||
|
2023
Q1 | $168K | Sell |
1,555
-447
|
|
||||
|
2022
Q4 | $202K | Buy |
2,002
+197
|
|
||||
|
2022
Q3 | $322K | Hold |
1,805
|
|
||||
|
2022
Q2 | $380K | Sell |
1,805
-77
|
|
||||
|
2022
Q1 | $559K | Buy |
1,882
+109
|
|
||||
|
2021
Q4 | $624K | Buy |
1,773
+44
|
|
||||
|
2021
Q3 | $707K | Buy |
1,729
+375
|
|
||||
|
2021
Q2 | $562K | Buy |
1,354
+575
|
|
||||
|
2021
Q1 | $255K | Buy |
779
+761
|
|
||||
|
2020
Q4 | $4.09K | Buy |
+18
|
|