PWAG
Polaris Wealth Advisory Group’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-65,955
| Closed | -$7.12M | – | 164 |
|
|
2023
Q1 | $7.12M | Buy |
+65,955
| New | +$7.12M | 0.53% | 63 |
|
|
2022
Q3 | – | Sell |
-5,975
| Closed | -$1.26M | – | 165 |
|
|
2022
Q2 | $1.26M | Buy |
+5,975
| New | +$1.26M | 0.1% | 87 |
|
|
2021
Q4 | – | Sell |
-510
| Closed | -$213K | – | 183 |
|
|
2021
Q3 | $213K | Hold |
510
| – | – | 0.01% | 160 |
|
|
2021
Q2 | $211K | Buy |
+510
| New | +$211K | 0.01% | 158 |
|