LVW Advisors’s Genie Energy GNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-45,000
| Closed | -$360K | – | 207 |
|
|
2020
Q3 | $360K | Hold |
45,000
| – | – | 0.08% | 135 |
|
|
2020
Q2 | $331K | Hold |
45,000
| – | – | 0.08% | 136 |
|
|
2020
Q1 | $323K | Hold |
45,000
| – | – | 0.09% | 113 |
|
|
2019
Q4 | $348K | Sell |
45,000
-19,676
| -30% | -$152K | 0.08% | 132 |
|
|
2019
Q3 | $482K | Buy |
+64,676
| New | +$482K | 0.12% | 100 |
|