Financial Architects (New Jersey)’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 |
-1,500
| Closed | -$36K | – | 1249 |
|
|
2018
Q3 | $36K | Hold |
1,500
| – | – | 0.01% | 632 |
|
|
2018
Q2 | $33K | Hold |
1,500
| – | – | 0.01% | 674 |
|
|
2018
Q1 | $30K | Hold |
1,500
| – | – | 0.01% | 675 |
|
|
2017
Q4 | $34K | Hold |
1,500
| – | – | 0.01% | 697 |
|
|
2017
Q3 | $40K | Hold |
1,500
| – | – | 0.01% | 670 |
|
|
2017
Q2 | $48K | Hold |
1,500
| – | – | 0.01% | 600 |
|
|
2017
Q1 | $49K | Hold |
1,500
| – | – | 0.01% | 597 |
|
|
2016
Q4 | $54K | Hold |
1,500
| – | – | 0.01% | 547 |
|
|
2016
Q3 | $57K | Hold |
1,500
| – | – | 0.02% | 535 |
|
|
2016
Q2 | $58K | Hold |
1,500
| – | – | 0.02% | 504 |
|
|
2016
Q1 | $48K | Buy |
+1,500
| New | +$48K | 0.02% | 405 |
|
|
2015
Q3 | – | Sell |
-1,500
| Closed | -$66K | – | 470 |
|
|
2015
Q2 | $66K | Hold |
1,500
| – | – | 0.02% | 374 |
|
|
2015
Q1 | $71K | Buy |
+1,500
| New | +$71K | 0.03% | 345 |
|