TWA
TCI Wealth Advisors’s Genesis Energy GEL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-600
| Closed | -$23K | – | 1395 |
|
2016
Q3 | $23K | Hold |
600
| – | – | 0.01% | 423 |
|
2016
Q2 | $23K | Sell |
600
-97
| -14% | -$3.72K | 0.01% | 418 |
|
2016
Q1 | $22K | Buy |
697
+97
| +16% | +$3.06K | 0.01% | 425 |
|
2015
Q4 | $22K | Hold |
600
| – | – | 0.01% | 418 |
|
2015
Q3 | $23K | Hold |
600
| – | – | 0.01% | 381 |
|
2015
Q2 | $26K | Hold |
600
| – | – | 0.01% | 358 |
|
2015
Q1 | $28K | Hold |
600
| – | – | 0.02% | 312 |
|
2014
Q4 | $25K | Hold |
600
| – | – | 0.02% | 327 |
|
2014
Q3 | $32K | Hold |
600
| – | – | 0.02% | 271 |
|
2014
Q2 | $34K | Hold |
600
| – | – | 0.02% | 282 |
|
2014
Q1 | $33K | Sell |
600
-550
| -48% | -$30.3K | 0.02% | 268 |
|
2013
Q4 | $60K | Buy |
1,150
+550
| +92% | +$28.7K | 0.04% | 225 |
|
2013
Q3 | $30K | Hold |
600
| – | – | 0.02% | 248 |
|
2013
Q2 | $31K | Buy |
+600
| New | +$31K | 0.02% | 256 |
|