J.P. Morgan Private Wealth Advisors’s Genesis Energy GEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $290K | Sell |
28,064
-5,333
| -16% | -$55K | ﹤0.01% | 1495 |
|
|
2023
Q2 | $319K | Buy |
33,397
+2,941
| +10% | +$28.1K | ﹤0.01% | 1220 |
|
|
2023
Q1 | $343K | Buy |
30,456
+8,963
| +42% | +$101K | ﹤0.01% | 1622 |
|
|
2022
Q4 | $219K | Buy |
21,493
+6,668
| +45% | +$68.1K | ﹤0.01% | 1782 |
|
|
2022
Q3 | $136K | Hold |
14,825
| – | – | ﹤0.01% | 1855 |
|
|
2022
Q2 | $119K | Sell |
14,825
-740
| -5% | -$5.94K | ﹤0.01% | 1869 |
|
|
2022
Q1 | $182K | Hold |
15,565
| – | – | ﹤0.01% | 1924 |
|
|
2021
Q4 | $167K | Sell |
15,565
-3,202
| -17% | -$34.4K | ﹤0.01% | 1927 |
|
|
2021
Q3 | $187K | Hold |
18,767
| – | – | ﹤0.01% | 1872 |
|
|
2021
Q2 | $218K | Sell |
18,767
-19,782
| -51% | -$230K | ﹤0.01% | 1806 |
|
|
2021
Q1 | $360K | Sell |
38,549
-23,353
| -38% | -$218K | ﹤0.01% | 1458 |
|
|
2020
Q4 | $384K | Buy |
61,902
+29,794
| +93% | +$185K | ﹤0.01% | 1393 |
|
|
2020
Q3 | $144K | Sell |
32,108
-744
| -2% | -$3.34K | ﹤0.01% | 1548 |
|
|
2020
Q2 | $237K | Buy |
+32,852
| New | +$237K | ﹤0.01% | 1402 |
|
|
2020
Q1 | – | Sell |
-39,603
| Closed | -$811K | – | 1464 |
|
|
2019
Q4 | $811K | Sell |
39,603
-2,231
| -5% | -$45.7K | ﹤0.01% | 876 |
|
|
2019
Q3 | $898K | Sell |
41,834
-19,700
| -32% | -$423K | ﹤0.01% | 794 |
|
|
2019
Q2 | $1.35M | Sell |
61,534
-18,461
| -23% | -$404K | 0.01% | 675 |
|
|
2019
Q1 | $1.86M | Buy |
79,995
+3,447
| +5% | +$80.3K | 0.01% | 629 |
|
|
2018
Q4 | $1.41M | Sell |
76,548
-19,975
| -21% | -$369K | 0.01% | 650 |
|
|
2018
Q3 | $2.3M | Buy |
96,523
+12,348
| +15% | +$294K | 0.01% | 592 |
|
|
2018
Q2 | $1.84M | Buy |
+84,175
| New | +$1.84M | 0.01% | 622 |
|