Ritholtz Wealth Management’s Generac Holdings GNRC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,295
Closed -$250K 771
2023
Q3
$250K Buy
+2,295
New +$250K 0.01% 588
2022
Q2
Sell
-767
Closed -$228K 562
2022
Q1
$228K Sell
767
-430
-36% -$128K 0.02% 477
2021
Q4
$421K Sell
1,197
-327
-21% -$115K 0.03% 334
2021
Q3
$623K Buy
1,524
+106
+7% +$43.3K 0.04% 222
2021
Q2
$589K Buy
1,418
+270
+24% +$112K 0.04% 223
2021
Q1
$376K Buy
+1,148
New +$376K 0.03% 260