CWA
Clarus Wealth Advisors’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,197
| Closed | -$208K | – | 128 |
|
|
2024
Q3 | $208K | Buy |
+1,197
| New | +$208K | 0.11% | 130 |
|
|
2021
Q4 | – | Sell |
-506
| Closed | -$204K | – | 111 |
|
|
2021
Q3 | $204K | Buy |
506
+27
| +6% | +$10.9K | 0.13% | 97 |
|
|
2021
Q2 | $215K | Sell |
479
-145
| -23% | -$65.1K | 0.13% | 93 |
|
|
2021
Q1 | $206K | Buy |
+624
| New | +$206K | 0.13% | 123 |
|
|
2019
Q3 | – | Sell |
-1,867
| Closed | -$130K | – | 302 |
|
|
2019
Q2 | $130K | Sell |
1,867
-337
| -15% | -$23.5K | 0.09% | 157 |
|
|
2019
Q1 | $113K | Hold |
2,204
| – | – | 0.08% | 170 |
|
|
2018
Q4 | $110K | Sell |
2,204
-2,410
| -52% | -$120K | 0.17% | 152 |
|
|
2018
Q3 | $260K | Sell |
4,614
-291
| -6% | -$16.4K | 0.17% | 86 |
|
|
2018
Q2 | $225K | Hold |
4,905
| – | – | 0.17% | 91 |
|
|
2018
Q1 | $225K | Buy |
4,905
+254
| +5% | +$11.7K | 0.21% | 91 |
|
|
2017
Q4 | $230K | Buy |
+4,651
| New | +$230K | 0.22% | 82 |
|