WFG Advisors’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2K | Sell |
50
-87
| -64% | -$3.48K | ﹤0.01% | 1411 |
|
|
2017
Q1 | $4K | Sell |
137
-260
| -65% | -$7.59K | ﹤0.01% | 1242 |
|
|
2016
Q4 | $14K | Buy |
397
+26
| +7% | +$917 | ﹤0.01% | 1022 |
|
|
2016
Q3 | $14K | Buy |
371
+6
| +2% | +$226 | ﹤0.01% | 1032 |
|
|
2016
Q2 | $14K | Buy |
365
+56
| +18% | +$2.15K | ﹤0.01% | 997 |
|
|
2016
Q1 | $10K | Buy |
+309
| New | +$10K | ﹤0.01% | 1048 |
|
|
2015
Q3 | – | Sell |
-216
| Closed | -$9K | – | 1638 |
|
|
2015
Q2 | $9K | Buy |
216
+3
| +1% | +$125 | ﹤0.01% | 1213 |
|
|
2015
Q1 | $10K | Sell |
213
-273
| -56% | -$12.8K | ﹤0.01% | 1198 |
|
|
2014
Q4 | $21K | Buy |
486
+6
| +1% | +$259 | ﹤0.01% | 1196 |
|
|
2014
Q3 | $25K | Buy |
480
+5
| +1% | +$260 | ﹤0.01% | 1185 |
|
|
2014
Q2 | $27K | Buy |
475
+5
| +1% | +$284 | 0.01% | 1142 |
|
|
2014
Q1 | $25K | Sell |
470
-20,686
| -98% | -$1.1M | 0.01% | 1170 |
|
|
2013
Q4 | $1.11M | Sell |
21,156
-508
| -2% | -$26.7K | 0.16% | 151 |
|
|
2013
Q3 | $1.09M | Buy |
21,664
+544
| +3% | +$27.2K | 0.17% | 153 |
|
|
2013
Q2 | $1.1M | Buy |
+21,120
| New | +$1.1M | 0.18% | 143 |
|