Kings Point Capital Management’s Genesis Energy GEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,000	Closed	-$20K	–	477
2019 Q4	$20K	Hold	1,000	–	–	﹤0.01%	416
2019 Q3	$21K	Hold	1,000	–	–	﹤0.01%	392
2019 Q2	$22K	Hold	1,000	–	–	﹤0.01%	339
2019 Q1	$23K	Sell	1,000 -180	-15%	-$3.89K	﹤0.01%	295
2018 Q4	$22K	Sell	1,180 -3,930	-77%	-$88.4K	﹤0.01%	299
2018 Q3	$122K	Hold	5,110	–	–	0.02%	170
2018 Q2	$112K	Hold	5,110	–	–	0.02%	175
2018 Q1	$101K	Hold	5,110	–	–	0.02%	176
2017 Q4	$114K	Hold	5,110	–	–	0.02%	177
2017 Q3	$135K	Hold	5,110	–	–	0.03%	157
2017 Q2	$162K	Hold	5,110	–	–	0.04%	154
2017 Q1	$166K	Buy	5,110 +1,000	+24%	+$34.7K	0.04%	146
2016 Q4	$148K	Hold	4,110	–	–	0.04%	144
2016 Q3	$156K	Buy	4,110 +740	+22%	+$27.1K	0.04%	127
2016 Q2	$129K	Buy	+3,370	New	+$118K	0.03%	138