BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$2K | – | 1070 |
|
|
2022
Q3 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 807 |
|
|
2021
Q4 | – | Sell |
-1,700
| Closed | -$17K | – | 1082 |
|
|
2021
Q3 | $17K | Hold |
1,700
| – | – | ﹤0.01% | 550 |
|
|
2021
Q2 | $20K | Hold |
1,700
| – | – | ﹤0.01% | 518 |
|
|
2021
Q1 | $16K | Hold |
1,700
| – | – | ﹤0.01% | 515 |
|
|
2020
Q4 | $11K | Hold |
1,700
| – | – | ﹤0.01% | 553 |
|
|
2020
Q3 | $8K | Hold |
1,700
| – | – | ﹤0.01% | 527 |
|
|
2020
Q2 | $12K | Hold |
1,700
| – | – | ﹤0.01% | 517 |
|
|
2020
Q1 | $7K | Hold |
1,700
| – | – | ﹤0.01% | 534 |
|
|
2019
Q4 | $35K | Buy |
+1,700
| New | +$35K | 0.01% | 380 |
|