EWM
Evermay Wealth Management’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,381
| Closed | -$150K | – | 679 |
|
|
2023
Q3 | $150K | Hold |
1,381
| – | – | 0.03% | 191 |
|
|
2023
Q2 | $206K | Sell |
1,381
-140
| -9% | -$20.9K | 0.04% | 171 |
|
|
2023
Q1 | $164K | Buy |
1,521
+200
| +15% | +$21.6K | 0.03% | 193 |
|
|
2022
Q4 | $133K | Buy |
+1,321
| New | +$133K | 0.03% | 204 |
|