SWA
SFMG Wealth Advisors’s Genesis Energy GEL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-5,000
| Closed | -$219K | – | 121 |
|
2015
Q2 | $219K | Sell |
5,000
-5,000
| -50% | -$219K | 0.05% | 105 |
|
2015
Q1 | $470K | Buy |
10,000
+5,000
| +100% | +$235K | 0.04% | 106 |
|
2014
Q4 | $212K | Hold |
5,000
| – | – | 0.05% | 111 |
|
2014
Q3 | $263K | Hold |
5,000
| – | – | 0.08% | 65 |
|
2014
Q2 | $280K | Hold |
5,000
| – | – | 0.1% | 63 |
|
2014
Q1 | $271K | Hold |
5,000
| – | – | 0.09% | 61 |
|
2013
Q4 | $263K | Hold |
5,000
| – | – | 0.09% | 59 |
|
2013
Q3 | $250K | Hold |
5,000
| – | – | 0.1% | 55 |
|
2013
Q2 | $259K | Buy |
+5,000
| New | +$259K | 0.1% | 55 |
|