SSWM
Sheets Smith Wealth Management’s Genesis Energy GEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,136
| Closed | -$218K | – | 260 |
|
|
2014
Q3 | $218K | Hold |
4,136
| – | – | 0.06% | 221 |
|
|
2014
Q2 | $232K | Buy |
4,136
+79
| +2% | +$4.43K | 0.06% | 229 |
|
|
2014
Q1 | $220K | Buy |
+4,057
| New | +$220K | 0.06% | 223 |
|
|
2013
Q4 | – | Sell |
-4,440
| Closed | -$222K | – | 265 |
|
|
2013
Q3 | $222K | Buy |
4,440
+320
| +8% | +$16K | 0.07% | 219 |
|
|
2013
Q2 | $214K | Buy |
+4,120
| New | +$214K | 0.07% | 209 |
|