LWAM
Legacy Wealth Asset Management’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,312
| Closed | -$234K | – | 340 |
|
|
2022
Q3 | $234K | Sell |
1,312
-9
| -0.7% | -$1.61K | 0.1% | 290 |
|
|
2022
Q2 | $278K | Buy |
1,321
+15
| +1% | +$3.16K | 0.11% | 241 |
|
|
2022
Q1 | $388K | Buy |
1,306
+18
| +1% | +$5.35K | 0.14% | 219 |
|
|
2021
Q4 | $453K | Sell |
1,288
-45
| -3% | -$15.8K | 0.15% | 212 |
|
|
2021
Q3 | $545K | Buy |
1,333
+36
| +3% | +$14.7K | 0.25% | 158 |
|
|
2021
Q2 | $538K | Sell |
1,297
-433
| -25% | -$180K | 0.24% | 159 |
|
|
2021
Q1 | $566K | Buy |
1,730
+83
| +5% | +$27.2K | 0.26% | 154 |
|
|
2020
Q4 | $375K | Buy |
+1,647
| New | +$375K | 0.19% | 203 |
|