IWA
IVC Wealth Advisors’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
1,780
-80
| -4% | -$11.5K | 0.12% | 143 |
|
|
2025
Q1 | $236K | Buy |
1,860
+10
| +0.5% | +$1.27K | 0.13% | 142 |
|
|
2024
Q4 | $287K | Sell |
1,850
-100
| -5% | -$15.5K | 0.16% | 125 |
|
|
2024
Q3 | $310K | Sell |
1,950
-100
| -5% | -$15.9K | 0.17% | 119 |
|
|
2024
Q2 | $271K | Buy |
2,050
+25
| +1% | +$3.31K | 0.15% | 131 |
|
|
2024
Q1 | $255K | Sell |
2,025
-25
| -1% | -$3.15K | 0.15% | 137 |
|
|
2023
Q4 | $265K | Sell |
2,050
-3
| -0.1% | -$388 | 0.16% | 118 |
|
|
2023
Q3 | $224K | Buy |
2,053
+478
| +30% | +$52.1K | 0.15% | 130 |
|
|
2023
Q2 | $235K | Buy |
+1,575
| New | +$235K | 0.15% | 128 |
|