Valeo Financial Advisors’s Genesis Energy GEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-514	Closed	-$5K	–	1019
2021 Q1	$5K	Hold	514	–	–	﹤0.01%	1556
2020 Q4	$3K	Buy	514 +14	+3%	+$80	﹤0.01%	1463
2020 Q3	$2K	Hold	500	–	–	﹤0.01%	1403
2020 Q2	$4K	Hold	500	–	–	﹤0.01%	1584
2020 Q1	$2K	Hold	500	–	–	﹤0.01%	1527
2019 Q4	$10K	Hold	500	–	–	﹤0.01%	1106
2019 Q3	$11K	Hold	500	–	–	﹤0.01%	1002
2019 Q2	$11K	Hold	500	–	–	﹤0.01%	996
2019 Q1	$12K	Hold	500	–	–	﹤0.01%	922
2018 Q4	$9K	Hold	500	–	–	﹤0.01%	905
2018 Q3	$11K	Hold	500	–	–	﹤0.01%	938
2018 Q2	$12K	Buy	500 +200	+67%	+$4.35K	﹤0.01%	900
2018 Q1	$6K	Hold	300	–	–	﹤0.01%	1072
2017 Q4	$7K	Hold	300	–	–	﹤0.01%	906
2017 Q3	$8K	Buy	+300	New	+$8.52K	﹤0.01%	754