Taylor Wealth Management Partners’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-325
| Closed | -$8K | – | 128 |
|
|
2018
Q3 | $8K | Sell |
325
-1,675
| -84% | -$41.2K | ﹤0.01% | 107 |
|
|
2018
Q2 | $44K | Hold |
2,000
| – | – | 0.02% | 77 |
|
|
2018
Q1 | $39K | Sell |
2,000
-4,900
| -71% | -$95.6K | 0.02% | 76 |
|
|
2017
Q4 | $154K | Sell |
6,900
-1,100
| -14% | -$24.6K | 0.07% | 68 |
|
|
2017
Q3 | $211K | Sell |
8,000
-8,200
| -51% | -$216K | 0.09% | 60 |
|
|
2017
Q2 | $514K | Sell |
16,200
-1,700
| -9% | -$53.9K | 0.23% | 46 |
|
|
2017
Q1 | $580K | Buy |
17,900
+2,550
| +17% | +$82.6K | 0.26% | 44 |
|
|
2016
Q4 | $553K | Sell |
15,350
-236,755
| -94% | -$8.53M | 0.26% | 41 |
|
|
2016
Q3 | $9.57M | Buy |
252,105
+78,570
| +45% | +$2.98M | 4.29% | 4 |
|
|
2016
Q2 | $6.66M | Buy |
173,535
+173,235
| +57,745% | +$6.65M | 2.67% | 15 |
|
|
2016
Q1 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 116 |
|