WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2K | Sell |
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|
2017
Q1 | $4K | Sell |
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|
2016
Q4 | $14K | Buy |
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|
2016
Q3 | $14K | Buy |
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|
2016
Q2 | $14K | Buy |
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|
2016
Q1 | $10K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $9K | Buy |
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|
2015
Q1 | $10K | Sell |
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|
2014
Q4 | $21K | Buy |
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|
2014
Q3 | $25K | Buy |
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|
2014
Q2 | $27K | Buy |
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|
2014
Q1 | $25K | Sell |
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|
2013
Q4 | $1.11M | Sell |
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|
2013
Q3 | $1.08M | Buy |
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|
2013
Q2 | $1.09M | Buy |
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