Heritage Wealth Advisors’s Genesis Energy GEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-16,083
Closed -$702K 77
2015
Q2
$702K Buy
16,083
+304
+2% +$13.3K 0.58% 31
2015
Q1
$745K Buy
+15,779
New +$745K 0.61% 29