Whittier Trust’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-462
| Closed | -$10K | – | 1324 |
|
|
2017
Q4 | $10K | Hold |
462
| – | – | ﹤0.01% | 1032 |
|
|
2017
Q3 | $12K | Hold |
462
| – | – | ﹤0.01% | 992 |
|
|
2017
Q2 | $15K | Hold |
462
| – | – | ﹤0.01% | 930 |
|
|
2017
Q1 | $15K | Hold |
462
| – | – | ﹤0.01% | 937 |
|
|
2016
Q4 | $17K | Buy |
462
+9
| +2% | +$331 | ﹤0.01% | 904 |
|
|
2016
Q3 | $17K | Hold |
453
| – | – | ﹤0.01% | 894 |
|
|
2016
Q2 | $17K | Buy |
+453
| New | +$17K | ﹤0.01% | 907 |
|