Moneta Group Investment 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
2019 Q3	–	Sell	-2,283	Closed	-$50K	–	288
2019 Q2	$50K	Buy	2,283 +609	+36%	+$13.6K	﹤0.01%	230
2019 Q1	$39K	Buy	+1,674	New	+$36.2K	﹤0.01%	237
2017 Q4	–	Sell	-10,420	Closed	-$275K	–	501
2017 Q3	$275K	Buy	10,420 +420	+4%	+$11.9K	0.04%	163
2017 Q2	$317K	Hold	10,000	–	–	0.05%	159
2017 Q1	$324K	Hold	10,000	–	–	0.06%	116
2016 Q4	$360K	Hold	10,000	–	–	0.07%	112
2016 Q3	$380K	Hold	10,000	–	–	0.09%	93
2016 Q2	$384K	Sell	10,000 -1,000	-9%	-$35K	0.08%	126
2016 Q1	$350K	Sell	11,000 -750	-6%	-$20.9K	0.08%	124
2015 Q4	$432K	Buy	11,750 +9,796	+501%	+$380K	0.11%	88
2015 Q3	$75K	Buy	+1,954	New	+$84.3K	0.02%	196