CWA
Cypress Wealth Advisors’s Genesis Energy GEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.08M | Buy |
89,300
+25,700
| +40% | +$599K | 2.38% | 12 |
|
|
2018
Q4 | $1.18M | Sell |
63,600
-42,500
| -40% | -$785K | 1.61% | 21 |
|
|
2018
Q3 | $2.52M | Sell |
106,100
-10,150
| -9% | -$241K | 2.65% | 10 |
|
|
2018
Q2 | $2.55M | Sell |
116,250
-7,550
| -6% | -$165K | 2.76% | 9 |
|
|
2018
Q1 | $2.44M | Buy |
123,800
+23,250
| +23% | +$458K | 2.64% | 9 |
|
|
2017
Q4 | $2.25M | Buy |
+100,550
| New | +$2.25M | 2.15% | 13 |
|
|
2017
Q3 | – | Sell |
-6,625
| Closed | -$210K | – | 66 |
|
|
2017
Q2 | $210K | Sell |
6,625
-25,550
| -79% | -$810K | 0.25% | 76 |
|
|
2017
Q1 | $1.04M | Sell |
32,175
-1,400
| -4% | -$45.4K | 0.48% | 48 |
|
|
2016
Q4 | $1.21M | Buy |
33,575
+250
| +0.8% | +$9K | 0.55% | 46 |
|
|
2016
Q3 | $1.27M | Sell |
33,325
-2,275
| -6% | -$86.4K | 0.57% | 43 |
|
|
2016
Q2 | $1.37M | Buy |
35,600
+2,425
| +7% | +$93K | 0.67% | 34 |
|
|
2016
Q1 | $1.06M | Buy |
33,175
+2,310
| +7% | +$73.5K | 0.48% | 43 |
|
|
2015
Q4 | $1.13M | Hold |
30,865
| – | – | 0.57% | 38 |
|
|
2015
Q3 | $1.18M | Hold |
30,865
| – | – | 0.64% | 35 |
|
|
2015
Q2 | $1.36M | Buy |
+30,865
| New | +$1.36M | 0.79% | 37 |
|