Spire Wealth Management’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-751
| Closed | -$10K | – | 2471 |
|
|
2024
Q3 | $10K | Buy |
751
+9
| +1% | +$120 | ﹤0.01% | 1632 |
|
|
2024
Q2 | $10.6K | Buy |
742
+8
| +1% | +$115 | ﹤0.01% | 1618 |
|
|
2024
Q1 | $8.16K | Buy |
734
+10
| +1% | +$111 | ﹤0.01% | 1770 |
|
|
2023
Q4 | $8.3K | Buy |
724
+9
| +1% | +$103 | ﹤0.01% | 1808 |
|
|
2023
Q3 | $7.38K | Buy |
715
+11
| +2% | +$114 | ﹤0.01% | 1828 |
|
|
2023
Q2 | $6.72K | Buy |
704
+11
| +2% | +$105 | ﹤0.01% | 1920 |
|
|
2023
Q1 | $7.8K | Buy |
+693
| New | +$7.8K | ﹤0.01% | 1926 |
|
|
2022
Q3 | – | Sell |
-1,015
| Closed | -$8K | – | 2339 |
|
|
2022
Q2 | $8K | Buy |
1,015
+10
| +1% | +$79 | ﹤0.01% | 1985 |
|
|
2022
Q1 | $12K | Buy |
1,005
+8
| +0.8% | +$96 | ﹤0.01% | 1970 |
|
|
2021
Q4 | $11K | Buy |
997
+7
| +0.7% | +$77 | ﹤0.01% | 2344 |
|
|
2021
Q3 | $10K | Buy |
990
+11
| +1% | +$111 | ﹤0.01% | 2094 |
|
|
2021
Q2 | $11K | Sell |
979
-2,393
| -71% | -$26.9K | ﹤0.01% | 2077 |
|
|
2021
Q1 | $31K | Buy |
+3,372
| New | +$31K | ﹤0.01% | 1957 |
|