Carroll Financial Associates’s Genesee & Wyoming Inc. GWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1803 |
|
|
2019
Q4 | – | Sell |
-18
| Closed | -$1K | – | 1784 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1491 |
|
|
2019
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1548 |
|
|
2014
Q3 | – | Sell |
-30
| Closed | -$3K | – | 980 |
|
|
2014
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 787 |
|
|
2014
Q1 | $3K | Sell |
30
-150
| -83% | -$15K | ﹤0.01% | 742 |
|
|
2013
Q4 | $17K | Buy |
180
+30
| +20% | +$2.83K | 0.01% | 446 |
|
|
2013
Q3 | $13K | Hold |
150
| – | – | ﹤0.01% | 485 |
|
|
2013
Q2 | $12K | Buy |
+150
| New | +$12K | 0.01% | 393 |
|