CAPTRUST Financial Advisors’s Genie Energy GNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,246
| Closed | -$11K | – | 2867 |
|
|
2022
Q2 | $11K | Hold |
1,246
| – | – | ﹤0.01% | 3696 |
|
|
2022
Q1 | $8K | Buy |
1,246
+599
| +93% | +$3.85K | ﹤0.01% | 3909 |
|
|
2021
Q4 | $4K | Sell |
647
-25
| -4% | -$155 | ﹤0.01% | 4171 |
|
|
2021
Q3 | $4K | Buy |
672
+27
| +4% | +$161 | ﹤0.01% | 4026 |
|
|
2021
Q2 | $4K | Sell |
645
-27
| -4% | -$167 | ﹤0.01% | 3944 |
|
|
2021
Q1 | $4K | Buy |
+672
| New | +$4K | ﹤0.01% | 3806 |
|