Smith Salley Wealth Management’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,200
| Closed | -$530K | – | 227 |
|
|
2024
Q1 | $530K | Buy |
4,200
+318
| +8% | +$40.1K | 0.04% | 162 |
|
|
2023
Q4 | $502K | Buy |
3,882
+288
| +8% | +$37.2K | 0.03% | 179 |
|
|
2023
Q3 | $392K | Buy |
3,594
+307
| +9% | +$33.5K | 0.03% | 184 |
|
|
2023
Q2 | $490K | Sell |
3,287
-48
| -1% | -$7.16K | 0.04% | 174 |
|
|
2023
Q1 | $360K | Buy |
3,335
+108
| +3% | +$11.7K | 0.03% | 185 |
|
|
2022
Q4 | $325K | Buy |
3,227
+746
| +30% | +$75.1K | 0.03% | 188 |
|
|
2022
Q3 | $442K | Buy |
2,481
+390
| +19% | +$69.5K | 0.04% | 169 |
|
|
2022
Q2 | $440K | Sell |
2,091
-16
| -0.8% | -$3.37K | 0.04% | 172 |
|
|
2022
Q1 | $626K | Buy |
2,107
+412
| +24% | +$122K | 0.05% | 172 |
|
|
2021
Q4 | $597K | Buy |
+1,695
| New | +$597K | 0.04% | 179 |
|