Mosaic Family Wealth’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-714
| Closed | -$19K | – | 761 |
|
|
2017
Q3 | $19K | Buy |
714
+5
| +0.7% | +$133 | 0.01% | 472 |
|
|
2017
Q2 | $22K | Sell |
709
-145
| -17% | -$4.5K | 0.01% | 413 |
|
|
2017
Q1 | $28K | Buy |
854
+4
| +0.5% | +$131 | 0.01% | 391 |
|
|
2016
Q4 | $31K | Buy |
850
+4
| +0.5% | +$146 | 0.01% | 377 |
|
|
2016
Q3 | $32K | Buy |
846
+3
| +0.4% | +$113 | 0.01% | 382 |
|
|
2016
Q2 | $33K | Buy |
843
+5
| +0.6% | +$196 | 0.02% | 380 |
|
|
2016
Q1 | $26K | Sell |
838
-994
| -54% | -$30.8K | 0.01% | 402 |
|
|
2015
Q4 | $67K | Buy |
+1,832
| New | +$67K | 0.03% | 270 |
|