Concert Wealth Management’s Genesee & Wyoming Inc. GWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-14,475
| Closed | -$990K | – | 472 |
|
|
2017
Q1 | $990K | Hold |
14,475
| – | – | 0.22% | 127 |
|
|
2016
Q4 | $990K | Buy |
14,475
+551
| +4% | +$37.7K | 0.22% | 128 |
|
|
2016
Q3 | $949K | Buy |
13,924
+379
| +3% | +$25.8K | 0.12% | 232 |
|
|
2016
Q2 | $804K | Sell |
13,545
-32
| -0.2% | -$1.9K | 0.11% | 243 |
|
|
2016
Q1 | $843K | Buy |
13,577
+3,131
| +30% | +$194K | 0.11% | 227 |
|
|
2015
Q4 | $559K | Buy |
+10,446
| New | +$559K | 0.07% | 329 |
|