Valeo Financial Advisors’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-514
| Closed | -$5K | – | 944 |
|
|
2021
Q1 | $5K | Hold |
514
| – | – | ﹤0.01% | 1468 |
|
|
2020
Q4 | $3K | Buy |
514
+14
| +3% | +$82 | ﹤0.01% | 1434 |
|
|
2020
Q3 | $2K | Hold |
500
| – | – | ﹤0.01% | 1356 |
|
|
2020
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 1504 |
|
|
2020
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 1474 |
|
|
2019
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 989 |
|
|
2019
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 991 |
|
|
2019
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 915 |
|
|
2018
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 897 |
|
|
2018
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 928 |
|
|
2018
Q2 | $12K | Buy |
500
+200
| +67% | +$4.8K | ﹤0.01% | 894 |
|
|
2018
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 1069 |
|
|
2017
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 903 |
|
|
2017
Q3 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 748 |
|