OneDigital 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
Q1 | – | Sell |
-862
| Closed | -$303K | – | 774 |
|
|
2021
Q4 | $303K | Sell |
862
-314
| -27% | -$110K | 0.01% | 581 |
|
|
2021
Q3 | $481K | Buy |
1,176
+559
| +91% | +$229K | 0.02% | 420 |
|
|
2021
Q2 | $256K | Buy |
+617
| New | +$256K | 0.01% | 591 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$7K | – | 763 |
|
|
2019
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 992 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 984 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 951 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 903 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1161 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1150 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1079 |
|
|
2017
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 882 |
|
|
2017
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1087 |
|