J.W. Cole Advisors’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,508
| Closed | -$269K | – | 750 |
|
|
2022
Q3 | $269K | Sell |
1,508
-137
| -8% | -$24.4K | 0.02% | 579 |
|
|
2022
Q2 | $346K | Buy |
+1,645
| New | +$346K | 0.03% | 504 |
|
|
2021
Q3 | – | Sell |
-786
| Closed | -$326K | – | 555 |
|
|
2021
Q2 | $326K | Sell |
786
-142
| -15% | -$58.9K | 0.03% | 556 |
|
|
2021
Q1 | $304K | Buy |
+928
| New | +$304K | 0.03% | 513 |
|