Belpointe Asset 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
Q2 | – | Sell |
-1,600
| Closed | -$18K | – | 1626 |
|
|
2023
Q1 | $18K | Sell |
1,600
-500
| -24% | -$5.63K | ﹤0.01% | 2359 |
|
|
2022
Q4 | $21.4K | Buy |
+2,100
| New | +$21.4K | ﹤0.01% | 2135 |
|
|
2020
Q1 | – | Sell |
-8,401
| Closed | -$172K | – | 686 |
|
|
2019
Q4 | $172K | Buy |
8,401
+400
| +5% | +$8.19K | 0.02% | 586 |
|
|
2019
Q3 | $172K | Hold |
8,001
| – | – | 0.03% | 505 |
|
|
2019
Q2 | $175K | Hold |
8,001
| – | – | 0.03% | 444 |
|
|
2019
Q1 | $186K | Buy |
8,001
+900
| +13% | +$20.9K | 0.04% | 316 |
|
|
2018
Q4 | $131K | Hold |
7,101
| – | – | 0.03% | 425 |
|
|
2018
Q3 | $169K | Sell |
7,101
-5,900
| -45% | -$140K | 0.03% | 494 |
|
|
2018
Q2 | $285K | Sell |
13,001
-300
| -2% | -$6.58K | 0.08% | 272 |
|
|
2018
Q1 | $262K | Buy |
13,301
+1,900
| +17% | +$37.4K | 0.08% | 271 |
|
|
2017
Q4 | $255K | Hold |
11,401
| – | – | 0.06% | 372 |
|
|
2017
Q3 | $300K | Buy |
+11,401
| New | +$300K | 0.07% | 316 |
|