YorkBridge Wealth Partners’s Generac Holdings GNRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,359
| Closed | -$242K | – | 268 |
|
|
2022
Q3 | $242K | Buy |
1,359
+93
| +7% | +$16.6K | 0.06% | 238 |
|
|
2022
Q2 | $267K | Buy |
1,266
+163
| +15% | +$34.4K | 0.07% | 216 |
|
|
2022
Q1 | $328K | Buy |
1,103
+103
| +10% | +$30.6K | 0.07% | 220 |
|
|
2021
Q4 | $352K | Sell |
1,000
-8
| -0.8% | -$2.82K | 0.08% | 217 |
|
|
2021
Q3 | $412K | Buy |
1,008
+26
| +3% | +$10.6K | 0.1% | 154 |
|
|
2021
Q2 | $408K | Sell |
982
-24
| -2% | -$9.97K | 0.11% | 148 |
|
|
2021
Q1 | $329K | Buy |
1,006
+51
| +5% | +$16.7K | 0.1% | 178 |
|
|
2020
Q4 | $217K | Sell |
955
-90
| -9% | -$20.5K | 0.07% | 196 |
|
|
2020
Q3 | $202K | Buy |
+1,045
| New | +$202K | 0.08% | 173 |
|
|
2019
Q3 | – | Sell |
-2,316
| Closed | -$161K | – | 362 |
|
|
2019
Q2 | $161K | Buy |
2,316
+6
| +0.3% | +$417 | 0.07% | 207 |
|
|
2019
Q1 | $118K | Buy |
2,310
+168
| +8% | +$8.58K | 0.05% | 251 |
|
|
2018
Q4 | $106K | Buy |
+2,142
| New | +$106K | 0.06% | 239 |
|