U.S. Capital Wealth Advisors’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,500
| Closed | -$117K | – | 980 |
|
|
2022
Q4 | $117K | Hold |
11,500
| – | – | 0.01% | 710 |
|
|
2022
Q3 | $106K | Hold |
11,500
| – | – | 0.01% | 614 |
|
|
2022
Q2 | $92K | Sell |
11,500
-50
| -0.4% | -$400 | ﹤0.01% | 645 |
|
|
2022
Q1 | $135K | Hold |
11,550
| – | – | ﹤0.01% | 681 |
|
|
2021
Q4 | $124K | Hold |
11,550
| – | – | ﹤0.01% | 692 |
|
|
2021
Q3 | $115K | Buy |
+11,550
| New | +$115K | 0.01% | 695 |
|