B. Riley Wealth Management’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$43K | – | 364 |
|
|
2015
Q2 | $43K | Hold |
1,000
| – | – | 0.03% | 443 |
|
|
2015
Q1 | $47K | Hold |
1,000
| – | – | 0.04% | 416 |
|
|
2014
Q4 | $42K | Sell |
1,000
-3,280
| -77% | -$138K | 0.03% | 416 |
|
|
2014
Q3 | $225K | Buy |
4,280
+4,250
| +14,167% | +$223K | 0.17% | 170 |
|
|
2014
Q2 | $1K | Sell |
30
-1,368
| -98% | -$45.6K | ﹤0.01% | 1070 |
|
|
2014
Q1 | $76K | Buy |
+1,398
| New | +$76K | 0.06% | 366 |
|