Moneta Group Investment Advisors’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,283
| Closed | -$50K | – | 288 |
|
|
2019
Q2 | $50K | Buy |
2,283
+609
| +36% | +$13.3K | ﹤0.01% | 230 |
|
|
2019
Q1 | $39K | Buy |
+1,674
| New | +$39K | ﹤0.01% | 237 |
|
|
2017
Q4 | – | Sell |
-10,420
| Closed | -$275K | – | 494 |
|
|
2017
Q3 | $275K | Buy |
10,420
+420
| +4% | +$11.1K | 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% | -$38.4K | 0.08% | 126 |
|
|
2016
Q1 | $350K | Sell |
11,000
-750
| -6% | -$23.9K | 0.08% | 124 |
|
|
2015
Q4 | $432K | Buy |
11,750
+9,796
| +501% | +$360K | 0.11% | 88 |
|
|
2015
Q3 | $75K | Buy |
+1,954
| New | +$75K | 0.02% | 196 |
|