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Avantax Planning Partners’s Genesis Energy GEL Stock Holding History

Avantax Planning Partners’s Portfolio GEL Stock Details GEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,700
Closed -$40K – 629
2018
Q3 		$40K Buy
+1,700
New +$40K ﹤0.01% 533
2018
Q2 		– Sell
-1,700
Closed -$34K – 693
2018
Q1 		$34K Buy
+1,700
New +$37.1K ﹤0.01% 606

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AA
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HFA
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SCA
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RA
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AR
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UBS Group
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