Mount Yale Investment 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 |
-3,216
| Closed | -$573K | – | 470 |
|
|
2022
Q3 | $573K | Buy |
3,216
+8
| +0.2% | +$1.43K | 0.08% | 254 |
|
|
2022
Q2 | $676K | Sell |
3,208
-19
| -0.6% | -$4K | 0.09% | 240 |
|
|
2022
Q1 | $959K | Sell |
3,227
-165
| -5% | -$49K | 0.1% | 198 |
|
|
2021
Q4 | $1.19M | Sell |
3,392
-22
| -0.6% | -$7.74K | 0.12% | 180 |
|
|
2021
Q3 | $1.4M | Sell |
3,414
-328
| -9% | -$134K | 0.16% | 140 |
|
|
2021
Q2 | $1.55M | Sell |
3,742
-513
| -12% | -$213K | 0.19% | 121 |
|
|
2021
Q1 | $1.39M | Sell |
4,255
-1,269
| -23% | -$415K | 0.18% | 115 |
|
|
2020
Q4 | $1.26M | Sell |
5,524
-270
| -5% | -$61.4K | 0.18% | 131 |
|
|
2020
Q3 | $1.12M | Sell |
5,794
-514
| -8% | -$99.5K | 0.16% | 138 |
|
|
2020
Q2 | $769K | Sell |
6,308
-42
| -0.7% | -$5.12K | 0.14% | 158 |
|
|
2020
Q1 | $592K | Buy |
6,350
+477
| +8% | +$44.5K | 0.13% | 146 |
|
|
2019
Q4 | $608K | Sell |
5,873
-1,396
| -19% | -$145K | 0.11% | 160 |
|
|
2019
Q3 | $677K | Sell |
7,269
-237
| -3% | -$22.1K | 0.12% | 146 |
|
|
2019
Q2 | $544K | Sell |
7,506
-4
| -0.1% | -$290 | 0.1% | 168 |
|
|
2019
Q1 | $385K | Hold |
7,510
| – | – | 0.07% | 223 |
|
|
2018
Q4 | $377K | Sell |
7,510
-339
| -4% | -$17K | 0.08% | 227 |
|
|
2018
Q3 | $441K | Buy |
+7,849
| New | +$441K | 0.08% | 199 |
|