Williams Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-900
| Closed | -$268K | – | 591 |
|
|
2022
Q1 | $268K | Sell |
900
-2
| -0.2% | -$596 | ﹤0.01% | 437 |
|
|
2021
Q4 | $317K | Hold |
902
| – | – | ﹤0.01% | 390 |
|
|
2021
Q3 | $369K | Hold |
902
| – | – | 0.01% | 363 |
|
|
2021
Q2 | $374K | Buy |
902
+2
| +0.2% | +$829 | 0.01% | 365 |
|
|
2021
Q1 | $295K | Hold |
900
| – | – | ﹤0.01% | 399 |
|
|
2020
Q4 | $205K | Buy |
+900
| New | +$205K | ﹤0.01% | 429 |
|