Chicago Partners Investment Group’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,690
| Closed | -$104K | – | 553 |
|
|
2018
Q3 | $104K | Buy |
4,690
+81
| +2% | +$1.8K | 0.02% | 409 |
|
|
2018
Q2 | $101K | Buy |
4,609
+88
| +2% | +$1.93K | 0.02% | 390 |
|
|
2018
Q1 | $89K | Buy |
4,521
+86
| +2% | +$1.69K | 0.02% | 366 |
|
|
2017
Q4 | $99K | Buy |
4,435
+84
| +2% | +$1.88K | 0.02% | 358 |
|
|
2017
Q3 | $115K | Buy |
4,351
+3,367
| +342% | +$89K | 0.02% | 328 |
|
|
2017
Q2 | $35K | Sell |
984
-3,202
| -76% | -$114K | 0.01% | 437 |
|
|
2017
Q1 | $136K | Buy |
4,186
+1,297
| +45% | +$42.1K | 0.04% | 227 |
|
|
2016
Q4 | $104K | Buy |
2,889
+570
| +25% | +$20.5K | 0.04% | 224 |
|
|
2016
Q3 | $88K | Buy |
+2,319
| New | +$88K | 0.04% | 244 |
|