SWM
Segment Wealth Management’s Genesis Energy GEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,500
| Closed | -$238K | – | 209 |
|
|
2017
Q2 | $238K | Hold |
7,500
| – | – | 0.07% | 183 |
|
|
2017
Q1 | $243K | Hold |
7,500
| – | – | 0.08% | 159 |
|
|
2016
Q4 | $270K | Hold |
7,500
| – | – | 0.1% | 138 |
|
|
2016
Q3 | $285K | Hold |
7,500
| – | – | 0.11% | 126 |
|
|
2016
Q2 | $288K | Hold |
7,500
| – | – | 0.12% | 113 |
|
|
2016
Q1 | $238K | Hold |
7,500
| – | – | 0.09% | 128 |
|
|
2015
Q4 | $276K | Sell |
7,500
-1,455
| -16% | -$53.5K | 0.1% | 119 |
|
|
2015
Q3 | $343K | Buy |
8,955
+1,455
| +19% | +$55.7K | 0.13% | 110 |
|
|
2015
Q2 | $329K | Sell |
7,500
-1,455
| -16% | -$63.8K | 0.11% | 126 |
|
|
2015
Q1 | $421K | Buy |
+8,955
| New | +$421K | 0.14% | 109 |
|