Heritage Trust’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 |
-870
| Closed | -$21K | – | 451 |
|
|
2018
Q3 | $21K | Hold |
870
| – | – | 0.01% | 259 |
|
|
2018
Q2 | $19K | Hold |
870
| – | – | 0.01% | 253 |
|
|
2018
Q1 | $17K | Hold |
870
| – | – | 0.01% | 261 |
|
|
2017
Q4 | $19K | Hold |
870
| – | – | 0.01% | 244 |
|
|
2017
Q3 | $23K | Hold |
870
| – | – | 0.01% | 235 |
|
|
2017
Q2 | $28K | Hold |
870
| – | – | 0.01% | 218 |
|
|
2017
Q1 | $28K | Buy |
+870
| New | +$28K | 0.01% | 217 |
|