EWM
Executive Wealth Management’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,842
| Closed | -$415K | – | 203 |
|
|
2023
Q1 | $415K | Buy |
3,842
+153
| +4% | +$16.5K | 0.05% | 143 |
|
|
2022
Q4 | $371K | Buy |
3,689
+3,055
| +482% | +$308K | 0.05% | 145 |
|
|
2022
Q3 | $634 | Sell |
634
-2,613
| -80% | -$2.61K | 0.09% | 120 |
|
|
2022
Q2 | $683K | Buy |
+3,247
| New | +$683K | 0.09% | 119 |
|