Wealthspire Advisors (Maryland)’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-600
| Closed | -$31K | – | 1088 |
|
|
2019
Q1 | $31K | Hold |
600
| – | – | ﹤0.01% | 1094 |
|
|
2018
Q4 | $30K | Hold |
600
| – | – | ﹤0.01% | 1053 |
|
|
2018
Q3 | $34K | Hold |
600
| – | – | ﹤0.01% | 1096 |
|
|
2018
Q2 | $31K | Hold |
600
| – | – | ﹤0.01% | 1137 |
|
|
2018
Q1 | $28K | Sell |
600
-200
| -25% | -$9.33K | ﹤0.01% | 1185 |
|
|
2017
Q4 | $40K | Hold |
800
| – | – | ﹤0.01% | 1096 |
|
|
2017
Q3 | $37K | Sell |
800
-6
| -0.7% | -$278 | ﹤0.01% | 1079 |
|
|
2017
Q2 | $29K | Hold |
806
| – | – | ﹤0.01% | 1131 |
|
|
2017
Q1 | $30K | Buy |
806
+6
| +0.8% | +$223 | ﹤0.01% | 953 |
|
|
2016
Q4 | $33K | Hold |
800
| – | – | ﹤0.01% | 878 |
|
|
2016
Q3 | $29K | Hold |
800
| – | – | ﹤0.01% | 947 |
|
|
2016
Q2 | $28K | Sell |
800
-250
| -24% | -$8.75K | ﹤0.01% | 885 |
|
|
2016
Q1 | $39K | Sell |
1,050
-230
| -18% | -$8.54K | 0.01% | 765 |
|
|
2015
Q4 | $38K | Buy |
+1,280
| New | +$38K | 0.01% | 789 |
|