JWM
Jacobus Wealth Management’s Genesis Energy GEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $163K | Hold |
6,190
| – | – | 0.04% | 181 |
|
|
2017
Q2 | $196K | Hold |
6,190
| – | – | 0.05% | 162 |
|
|
2017
Q1 | $201K | Hold |
6,190
| – | – | 0.06% | 155 |
|
|
2016
Q4 | $223K | Hold |
6,190
| – | – | 0.07% | 148 |
|
|
2016
Q3 | $235K | Hold |
6,190
| – | – | 0.07% | 162 |
|
|
2016
Q2 | $238K | Sell |
6,190
-14,265
| -70% | -$548K | 0.07% | 155 |
|
|
2016
Q1 | $650K | Buy |
20,455
+2,675
| +15% | +$85K | 0.19% | 97 |
|
|
2015
Q4 | $653K | Hold |
17,780
| – | – | 0.19% | 101 |
|
|
2015
Q3 | $682K | Buy |
17,780
+3,440
| +24% | +$132K | 0.2% | 89 |
|
|
2015
Q2 | $629K | Sell |
14,340
-425
| -3% | -$18.6K | 0.16% | 105 |
|
|
2015
Q1 | $694K | Hold |
14,765
| – | – | 0.18% | 95 |
|
|
2014
Q4 | $626K | Sell |
14,765
-645
| -4% | -$27.3K | 0.16% | 102 |
|
|
2014
Q3 | $811K | Sell |
15,410
-2,205
| -13% | -$116K | 0.22% | 90 |
|
|
2014
Q2 | $987K | Buy |
17,615
+1,100
| +7% | +$61.6K | 0.25% | 85 |
|
|
2014
Q1 | $895K | Buy |
16,515
+2,495
| +18% | +$135K | 0.22% | 89 |
|
|
2013
Q4 | $737K | Hold |
14,020
| – | – | 0.21% | 94 |
|
|
2013
Q3 | $702K | Hold |
14,020
| – | – | 0.25% | 78 |
|
|
2013
Q2 | $727K | Buy |
+14,020
| New | +$727K | 0.27% | 76 |
|