AWM
Avior Wealth Management’s Genesis Energy GEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-461
| Closed | -$4.67K | – | 1361 |
|
|
2024
Q4 | $4.67K | Buy |
+461
| New | +$4.67K | ﹤0.01% | 1881 |
|
|
2018
Q1 | – | Sell |
-3,153
| Closed | -$70K | – | 802 |
|
|
2017
Q4 | $70K | Buy |
3,153
+2,901
| +1,151% | +$64.4K | 0.02% | 461 |
|
|
2017
Q3 | $7K | Sell |
252
-35
| -12% | -$972 | ﹤0.01% | 365 |
|
|
2017
Q2 | $9K | Hold |
287
| – | – | ﹤0.01% | 320 |
|
|
2017
Q1 | $9K | Hold |
287
| – | – | ﹤0.01% | 360 |
|
|
2016
Q4 | $10K | Hold |
287
| – | – | ﹤0.01% | 330 |
|
|
2016
Q3 | $11K | Buy |
287
+42
| +17% | +$1.61K | ﹤0.01% | 328 |
|
|
2016
Q2 | $9K | Hold |
245
| – | – | ﹤0.01% | 342 |
|
|
2016
Q1 | $8K | Buy |
245
+38
| +18% | +$1.24K | ﹤0.01% | 354 |
|
|
2015
Q4 | $8K | Hold |
207
| – | – | ﹤0.01% | 332 |
|
|
2015
Q3 | $8K | Buy |
207
+23
| +13% | +$889 | ﹤0.01% | 295 |
|
|
2015
Q2 | $8K | Buy |
+184
| New | +$8K | 0.01% | 277 |
|