IFP Advisors’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50
| Closed | -$1.12K | – | 3496 |
|
|
2023
Q1 | $1.12K | Sell |
50
-682
| -93% | -$7.67K | ﹤0.01% | 3065 |
|
|
2022
Q4 | $16K | Buy |
732
+9
| +1% | +$93 | ﹤0.01% | 3064 |
|
|
2022
Q3 | $16K | Buy |
723
+10
| +1% | +$102 | ﹤0.01% | 3281 |
|
|
2022
Q2 | $16K | Hold |
713
| – | – | ﹤0.01% | 3028 |
|
|
2022
Q1 | $16K | Buy |
713
+663
| +1,326% | +$7.73K | ﹤0.01% | 3028 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 3007 |
|
|
2021
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 3026 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2893 |
|
|
2021
Q1 | $0 | Sell |
50
-50
| -50% | -$379 | ﹤0.01% | 3516 |
|
|
2020
Q4 | $0 | Sell |
100
-60
| -38% | -$341 | ﹤0.01% | 3384 |
|
|
2020
Q3 | $0 | Sell |
160
-36
| -18% | -$211 | ﹤0.01% | 3264 |
|
|
2020
Q2 | $0 | Sell |
196
-164
| -46% | -$1.11K | ﹤0.01% | 3136 |
|
|
2020
Q1 | $1K | Sell |
360
-750
| -68% | -$10.3K | ﹤0.01% | 2534 |
|
|
2019
Q4 | $23K | Buy |
1,110
+360
| +48% | +$7.25K | ﹤0.01% | 1559 |
|
|
2019
Q3 | $16K | Buy |
+750
| New | +$16.3K | ﹤0.01% | 1860 |
|
|
2019
Q1 | – | Sell |
-325
| Closed | -$6K | – | 2750 |
|
|
2018
Q4 | $6K | Hold |
325
| – | – | ﹤0.01% | 2757 |
|
|
2018
Q3 | $8K | Sell |
325
-233
| -42% | -$5.49K | ﹤0.01% | 2967 |
|
|
2018
Q2 | $12K | Buy |
558
+183
| +49% | +$3.98K | ﹤0.01% | 2783 |
|
|
2018
Q1 | $8K | Hold |
375
| – | – | ﹤0.01% | 2915 |
|
|
2017
Q4 | $8K | Sell |
375
-2,056
| -85% | -$47.6K | ﹤0.01% | 2960 |
|
|
2017
Q3 | $64K | Sell |
2,431
-250
| -9% | -$7.1K | ﹤0.01% | 1838 |
|
|
2017
Q2 | $85K | Hold |
2,681
| – | – | ﹤0.01% | 1623 |
|
|
2017
Q1 | $87K | Sell |
2,681
-159
| -6% | -$5.51K | ﹤0.01% | 1568 |
|
|
2016
Q4 | $102K | Buy |
2,840
+1,143
| +67% | +$39.9K | ﹤0.01% | 1440 |
|
|
2016
Q3 | $64K | Sell |
1,697
-418
| -20% | -$15.3K | ﹤0.01% | 1656 |
|
|
2016
Q2 | $81K | Buy |
+2,115
| New | +$74.1K | ﹤0.01% | 1463 |
|
|
2016
Q1 | – | Sell |
-1,355
| Closed | -$50K | – | 2768 |
|
|
2015
Q4 | $50K | Buy |
+1,355
| New | +$52.6K | ﹤0.01% | 1623 |
|
Other funds holding GEL
AA
RA
WHG
CCM
