CWM
Chesapeake Wealth Management’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,151
| Closed | -$205K | – | 157 |
|
|
2022
Q3 | $205K | Sell |
1,151
-2,165
| -65% | -$386K | 0.09% | 157 |
|
|
2022
Q2 | $698K | Sell |
3,316
-591
| -15% | -$124K | 0.3% | 84 |
|
|
2022
Q1 | $1.16M | Buy |
3,907
+195
| +5% | +$58K | 0.42% | 64 |
|
|
2021
Q4 | $1.31M | Buy |
3,712
+186
| +5% | +$65.4K | 0.44% | 61 |
|
|
2021
Q3 | $1.44M | Sell |
3,526
-384
| -10% | -$157K | 0.52% | 51 |
|
|
2021
Q2 | $1.62M | Buy |
3,910
+38
| +1% | +$15.8K | 0.53% | 48 |
|
|
2021
Q1 | $1.27M | Buy |
3,872
+517
| +15% | +$169K | 0.42% | 64 |
|
|
2020
Q4 | $763K | Buy |
+3,355
| New | +$763K | 0.26% | 95 |
|