Winslow Evans & Crocker’s Genesis Energy GEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-200
| Closed | -$6K | – | 1109 |
|
|
2018
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 897 |
|
|
2018
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 902 |
|
|
2018
Q1 | $3.94K | Sell |
200
-76
| -28% | -$1.5K | ﹤0.01% | 941 |
|
|
2017
Q4 | $6.15K | Sell |
276
-174
| -39% | -$3.88K | ﹤0.01% | 903 |
|
|
2017
Q3 | $11.9K | Sell |
450
-75
| -14% | -$1.98K | ﹤0.01% | 786 |
|
|
2017
Q2 | $16.7K | Buy |
525
+75
| +17% | +$2.38K | ﹤0.01% | 789 |
|
|
2017
Q1 | $14.6K | Hold |
450
| – | – | ﹤0.01% | 805 |
|
|
2016
Q4 | $16.2K | Buy |
450
+300
| +200% | +$10.8K | 0.01% | 771 |
|
|
2016
Q3 | $5.7K | Hold |
150
| – | – | ﹤0.01% | 1034 |
|
|
2016
Q2 | $5.76K | Hold |
150
| – | – | ﹤0.01% | 1001 |
|
|
2016
Q1 | $4.77K | Hold |
150
| – | – | ﹤0.01% | 1039 |
|
|
2015
Q4 | $5.51K | Sell |
150
-50
| -25% | -$1.84K | ﹤0.01% | 1043 |
|
|
2015
Q3 | $7.67K | Sell |
200
-1,100
| -85% | -$42.2K | ﹤0.01% | 945 |
|
|
2015
Q2 | $57.1K | Hold |
1,300
| – | – | 0.02% | 524 |
|
|
2015
Q1 | $61.1K | Hold |
1,300
| – | – | 0.02% | 512 |
|
|
2014
Q4 | $55.1K | Sell |
1,300
-3,000
| -70% | -$127K | 0.02% | 519 |
|
|
2014
Q3 | $226K | Sell |
4,300
-500
| -10% | -$26.3K | 0.06% | 293 |
|
|
2014
Q2 | $269K | Hold |
4,800
| – | – | 0.09% | 226 |
|
|
2014
Q1 | $260K | Hold |
4,800
| – | – | 0.09% | 232 |
|
|
2013
Q4 | $253K | Buy |
+4,800
| New | +$253K | 0.09% | 247 |
|