PWA
Phoenix Wealth Advisors’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,538
| Closed | -$274K | – | 113 |
|
|
2022
Q3 | $274K | Sell |
1,538
-103
| -6% | -$18.4K | 0.27% | 78 |
|
|
2022
Q2 | $346K | Sell |
1,641
-232
| -12% | -$48.9K | 0.34% | 68 |
|
|
2022
Q1 | $562K | Sell |
1,873
-175
| -9% | -$52.5K | 0.58% | 40 |
|
|
2021
Q4 | $721K | Sell |
2,048
-201
| -9% | -$70.8K | 0.54% | 48 |
|
|
2021
Q3 | $919K | Buy |
2,249
+60
| +3% | +$24.5K | 0.69% | 39 |
|
|
2021
Q2 | $940K | Buy |
+2,189
| New | +$940K | 0.68% | 41 |
|