Pinnacle Wealth Planning Services’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,977
| Closed | -$215K | – | 497 |
|
|
2023
Q3 | $215K | Sell |
1,977
-71
| -3% | -$7.74K | 0.04% | 345 |
|
|
2023
Q2 | $305K | Buy |
2,048
+21
| +1% | +$3.13K | 0.05% | 254 |
|
|
2023
Q1 | $219K | Buy |
+2,027
| New | +$219K | 0.04% | 357 |
|
|
2021
Q1 | – | Sell |
-213
| Closed | -$48K | – | 989 |
|
|
2020
Q4 | $48K | Buy |
+213
| New | +$48K | 0.01% | 815 |
|