KWA
Kingswood Wealth Advisors’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
2,400
+629
| +36% | +$90.1K | 0.03% | 526 |
|
|
2025
Q1 | $224K | Sell |
1,771
-109
| -6% | -$13.8K | 0.02% | 642 |
|
|
2024
Q4 | $291K | Sell |
1,880
-772
| -29% | -$120K | 0.02% | 618 |
|
|
2024
Q3 | $421K | Buy |
+2,652
| New | +$421K | 0.03% | 502 |
|
|
2024
Q1 | – | Sell |
-18,686
| Closed | -$186K | – | 647 |
|
|
2023
Q4 | $186K | Buy |
+18,686
| New | +$186K | 0.02% | 584 |
|