Wealthspire Advisors (Maryland)’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-200
| Closed | -$4K | – | 2489 |
|
|
2018
Q1 | $4K | Sell |
200
-91
| -31% | -$1.82K | ﹤0.01% | 1904 |
|
|
2017
Q4 | $7K | Sell |
291
-16
| -5% | -$385 | ﹤0.01% | 1721 |
|
|
2017
Q3 | $8K | Sell |
307
-21
| -6% | -$547 | ﹤0.01% | 1649 |
|
|
2017
Q2 | $10K | Hold |
328
| – | – | ﹤0.01% | 1525 |
|
|
2017
Q1 | $11K | Hold |
328
| – | – | ﹤0.01% | 1301 |
|
|
2016
Q4 | $12K | Hold |
328
| – | – | ﹤0.01% | 1163 |
|
|
2016
Q3 | $12K | Buy |
328
+228
| +228% | +$8.34K | ﹤0.01% | 1198 |
|
|
2016
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 1380 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1445 |
|
|
2015
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1395 |
|