Rockefeller Financial Services’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,400
| Closed | -$44K | – | 532 |
|
|
2017
Q2 | $44K | Hold |
1,400
| – | – | ﹤0.01% | 387 |
|
|
2017
Q1 | $45K | Hold |
1,400
| – | – | ﹤0.01% | 406 |
|
|
2016
Q4 | $50K | Hold |
1,400
| – | – | ﹤0.01% | 419 |
|
|
2016
Q3 | $53K | Hold |
1,400
| – | – | ﹤0.01% | 389 |
|
|
2016
Q2 | $54K | Hold |
1,400
| – | – | ﹤0.01% | 395 |
|
|
2016
Q1 | $45K | Hold |
1,400
| – | – | ﹤0.01% | 434 |
|
|
2015
Q4 | $51K | Hold |
1,400
| – | – | ﹤0.01% | 432 |
|
|
2015
Q3 | $54K | Hold |
1,400
| – | – | ﹤0.01% | 415 |
|
|
2015
Q2 | $61K | Hold |
1,400
| – | – | ﹤0.01% | 387 |
|
|
2015
Q1 | $66K | Buy |
+1,400
| New | +$66K | ﹤0.01% | 402 |
|