CSWM
Cassady Schiller Wealth Management’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.71K | Buy |
11
+1
| +10% | +$155 | ﹤0.01% | 621 |
|
|
2024
Q3 | $1.59K | Hold |
10
| – | – | ﹤0.01% | 402 |
|
|
2024
Q2 | $1.32K | Hold |
10
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $1.26K | Hold |
10
| – | – | ﹤0.01% | 443 |
|
|
2023
Q4 | $1.29K | Buy |
+10
| New | +$1.29K | ﹤0.01% | 403 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 300 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 587 |
|