Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $676 | Buy |
58
+1
| +2% | +$12 | ﹤0.01% | 1183 |
|
|
2023
Q3 | $595 | Buy |
57
+1
| +2% | +$10 | ﹤0.01% | 929 |
|
|
2023
Q2 | $542 | Buy |
56
+1
| +2% | +$10 | ﹤0.01% | 972 |
|
|
2023
Q1 | $629 | Hold |
55
| – | – | ﹤0.01% | 962 |
|
|
2022
Q4 | $1K | Buy |
55
+1
| +2% | +$18 | ﹤0.01% | 857 |
|
|
2022
Q3 | $1K | Buy |
54
+1
| +2% | +$19 | ﹤0.01% | 808 |
|
|
2022
Q2 | $0 | Buy |
53
+1
| +2% | – | ﹤0.01% | 951 |
|
|
2022
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 823 |
|
|
2021
Q4 | $1K | Buy |
52
+1
| +2% | +$19 | ﹤0.01% | 819 |
|
|
2021
Q3 | $1K | Buy |
51
+1
| +2% | +$20 | ﹤0.01% | 752 |
|
|
2021
Q2 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 722 |
|