Jamison Private Wealth Management’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-63
| Closed | -$10K | – | 307 |
|
|
2024
Q3 | $10K | Sell |
63
-56
| -47% | -$8.9K | ﹤0.01% | 340 |
|
|
2024
Q2 | $15.7K | Hold |
119
| – | – | ﹤0.01% | 301 |
|
|
2024
Q1 | $15K | Buy |
119
+63
| +113% | +$7.95K | ﹤0.01% | 311 |
|
|
2023
Q4 | $7.24K | Buy |
56
+18
| +47% | +$2.33K | ﹤0.01% | 321 |
|
|
2023
Q3 | $4.14K | Buy |
+38
| New | +$4.14K | ﹤0.01% | 337 |
|