IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5248 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5051 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4869 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4626 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4419 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4184 |
|
|
2020
Q1 | – | Sell |
-177
| Closed | -$19K | – | 4037 |
|
|
2019
Q4 | $19K | Sell |
177
-278
| -61% | -$29.8K | ﹤0.01% | 1645 |
|
|
2019
Q3 | $50K | Buy |
+455
| New | +$50K | ﹤0.01% | 1373 |
|
|
2019
Q1 | – | Sell |
-130
| Closed | -$10K | – | 3770 |
|
|
2018
Q4 | $10K | Sell |
130
-61
| -32% | -$4.69K | ﹤0.01% | 2500 |
|
|
2018
Q3 | $17K | Buy |
191
+4
| +2% | +$356 | ﹤0.01% | 2534 |
|
|
2018
Q2 | $15K | Buy |
187
+14
| +8% | +$1.12K | ﹤0.01% | 2631 |
|
|
2018
Q1 | $14K | Hold |
173
| – | – | ﹤0.01% | 2616 |
|
|
2017
Q4 | $14K | Sell |
173
-50
| -22% | -$4.05K | ﹤0.01% | 2612 |
|
|
2017
Q3 | $17K | Buy |
223
+5
| +2% | +$381 | ﹤0.01% | 2700 |
|
|
2017
Q2 | $15K | Hold |
218
| – | – | ﹤0.01% | 2747 |
|
|
2017
Q1 | $15K | Hold |
218
| – | – | ﹤0.01% | 2667 |
|
|
2016
Q4 | $15K | Buy |
218
+100
| +85% | +$6.88K | ﹤0.01% | 2657 |
|
|
2016
Q3 | $8K | Buy |
118
+38
| +48% | +$2.58K | ﹤0.01% | 2993 |
|
|
2016
Q2 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 3178 |
|
|
2016
Q1 | – | Sell |
-30
| Closed | -$2K | – | 3804 |
|
|
2015
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 3398 |
|