Gideon Capital Advisors’s Genesee & Wyoming Inc. GWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,121
| Closed | -$284K | – | 548 |
|
|
2018
Q3 | $284K | Buy |
+3,121
| New | +$284K | 0.13% | 253 |
|
|
2018
Q2 | – | Sell |
-3,995
| Closed | -$283K | – | 522 |
|
|
2018
Q1 | $283K | Buy |
+3,995
| New | +$283K | 0.18% | 257 |
|
|
2017
Q1 | – | Sell |
-3,542
| Closed | -$246K | – | 552 |
|
|
2016
Q4 | $246K | Buy |
+3,542
| New | +$246K | 0.16% | 315 |
|
|
2015
Q4 | – | Sell |
-10,725
| Closed | -$634K | – | 295 |
|
|
2015
Q3 | $634K | Buy |
+10,725
| New | +$634K | 0.37% | 102 |
|
|
2015
Q2 | – | Sell |
-6,900
| Closed | -$665K | – | 337 |
|
|
2015
Q1 | $665K | Buy |
+6,900
| New | +$665K | 0.27% | 125 |
|
|
2014
Q1 | – | Sell |
-17,094
| Closed | -$1.64M | – | 302 |
|
|
2013
Q4 | $1.64M | Buy |
+17,094
| New | +$1.64M | 0.97% | 19 |
|