Geneos Wealth Management’s Martin Midstream Partners MMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-200
| Closed | -$1K | – | 2523 |
|
|
2019
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 2420 |
|
|
2019
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 2245 |
|
|
2018
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 2212 |
|
|
2018
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 2265 |
|
|
2018
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 2120 |
|
|
2018
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 2044 |
|
|
2017
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 2033 |
|
|
2017
Q3 | $3K | Sell |
200
-405
| -67% | -$6.08K | ﹤0.01% | 1901 |
|
|
2017
Q2 | $10K | Buy |
+605
| New | +$10K | ﹤0.01% | 1540 |
|
|
2016
Q3 | – | Sell |
-1,600
| Closed | -$38K | – | 1984 |
|
|
2016
Q2 | $38K | Hold |
1,600
| – | – | 0.01% | 902 |
|
|
2016
Q1 | $32K | Buy |
+1,600
| New | +$32K | ﹤0.01% | 947 |
|