Lyell 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 |
-2,410
| Closed | -$383K | – | 204 |
|
|
2024
Q3 | $383K | Sell |
2,410
-175
| -7% | -$27.8K | 0.03% | 161 |
|
|
2024
Q2 | $342K | Sell |
2,585
-3,414
| -57% | -$451K | 0.03% | 159 |
|
|
2024
Q1 | $757K | Sell |
5,999
-4,166
| -41% | -$525K | 0.08% | 119 |
|
|
2023
Q4 | $1.31M | Sell |
10,165
-1,275
| -11% | -$165K | 0.15% | 102 |
|
|
2023
Q3 | $1.25M | Sell |
11,440
-4,119
| -26% | -$449K | 0.17% | 100 |
|
|
2023
Q2 | $2.32M | Buy |
15,559
+3,594
| +30% | +$536K | 0.3% | 88 |
|
|
2023
Q1 | $1.29M | Buy |
+11,965
| New | +$1.29M | 0.18% | 97 |
|