EWM
Evercore Wealth Management’s Genesis Energy GEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,250
| Closed | -$70K | – | 952 |
|
|
2014
Q2 | $70K | Hold |
1,250
| – | – | ﹤0.01% | 563 |
|
|
2014
Q1 | $68K | Hold |
1,250
| – | – | ﹤0.01% | 547 |
|
|
2013
Q4 | $66K | Hold |
1,250
| – | – | ﹤0.01% | 521 |
|
|
2013
Q3 | $63K | Sell |
1,250
-600
| -32% | -$30.2K | ﹤0.01% | 544 |
|
|
2013
Q2 | $96K | Buy |
+1,850
| New | +$96K | 0.01% | 496 |
|