Creative Planning’s Genie Energy GNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,502
| Closed | -$66K | – | 2085 |
|
|
2021
Q2 | $66K | Hold |
10,502
| – | – | ﹤0.01% | 1895 |
|
|
2021
Q1 | $67K | Hold |
10,502
| – | – | ﹤0.01% | 2235 |
|
|
2020
Q4 | $76K | Buy |
+10,502
| New | +$76K | ﹤0.01% | 1991 |
|
|
2017
Q3 | – | Sell |
-1,065
| Closed | -$8K | – | 2562 |
|
|
2017
Q2 | $8K | Buy |
1,065
+500
| +88% | +$3.76K | ﹤0.01% | 3696 |
|
|
2017
Q1 | $4K | Buy |
+565
| New | +$4K | ﹤0.01% | 3979 |
|
|
2015
Q4 | – | Sell |
-40
| Closed | – | – | 4322 |
|
|
2015
Q3 | $0 | Buy |
+40
| New | – | ﹤0.01% | 4202 |
|