D.A. Davidson & Co’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 |
-14,349
| Closed | -$132K | – | 1321 |
|
|
2022
Q3 | $132K | Buy |
14,349
+387
| +3% | +$3.56K | ﹤0.01% | 1205 |
|
|
2022
Q2 | $112K | Sell |
13,962
-851
| -6% | -$6.83K | ﹤0.01% | 1213 |
|
|
2022
Q1 | $173K | Sell |
14,813
-5,106
| -26% | -$59.6K | ﹤0.01% | 1221 |
|
|
2021
Q4 | $213K | Buy |
19,919
+866
| +5% | +$9.26K | ﹤0.01% | 1174 |
|
|
2021
Q3 | $190K | Buy |
+19,053
| New | +$190K | ﹤0.01% | 1154 |
|