WFG Advisors’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $359K | Buy |
9,949
+1,668
| +20% | +$60.2K | 0.08% | 255 |
|
|
2017
Q1 | $309K | Buy |
8,281
+450
| +6% | +$16.8K | 0.08% | 256 |
|
|
2016
Q4 | $319K | Buy |
7,831
+3,557
| +83% | +$145K | 0.08% | 272 |
|
|
2016
Q3 | $155K | Buy |
4,274
+688
| +19% | +$25K | 0.04% | 423 |
|
|
2016
Q2 | $125K | Buy |
3,586
+404
| +13% | +$14.1K | 0.03% | 447 |
|
|
2016
Q1 | $118K | Sell |
3,182
-842
| -21% | -$31.2K | 0.03% | 434 |
|
|
2015
Q4 | $120K | Sell |
4,024
-247
| -6% | -$7.37K | 0.04% | 423 |
|
|
2015
Q3 | $129K | Buy |
4,271
+1,167
| +38% | +$35.2K | 0.04% | 399 |
|
|
2015
Q2 | $123K | Buy |
3,104
+712
| +30% | +$28.2K | 0.03% | 476 |
|
|
2015
Q1 | $116K | Buy |
2,392
+47
| +2% | +$2.28K | 0.03% | 485 |
|
|
2014
Q4 | $110K | Buy |
2,345
+313
| +15% | +$14.7K | 0.02% | 602 |
|
|
2014
Q3 | $82K | Buy |
2,032
+473
| +30% | +$19.1K | 0.02% | 731 |
|
|
2014
Q2 | $76K | Buy |
1,559
+50
| +3% | +$2.44K | 0.01% | 757 |
|
|
2014
Q1 | $89K | Buy |
1,509
+692
| +85% | +$40.8K | 0.02% | 681 |
|
|
2013
Q4 | $46K | Buy |
817
+654
| +401% | +$36.8K | 0.01% | 1023 |
|
|
2013
Q3 | $7K | Buy |
+163
| New | +$7K | ﹤0.01% | 1632 |
|