IFP Advisors’s Genesee & Wyoming Inc. GWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5307 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5086 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4915 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4660 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4455 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4220 |
|
|
2020
Q1 | – | Sell |
-177
| Closed | -$19K | – | 4090 |
|
|
2019
Q4 | $19K | Sell |
177
-278
| -61% | -$30.9K | ﹤0.01% | 1645 |
|
|
2019
Q3 | $50K | Buy |
+455
| New | +$50.1K | ﹤0.01% | 1373 |
|
|
2019
Q1 | – | Sell |
-130
| Closed | -$10K | – | 3820 |
|
|
2018
Q4 | $10K | Sell |
130
-61
| -32% | -$4.89K | ﹤0.01% | 2537 |
|
|
2018
Q3 | $17K | Buy |
191
+4
| +2% | +$347 | ﹤0.01% | 2563 |
|
|
2018
Q2 | $15K | Buy |
187
+14
| +8% | +$1.06K | ﹤0.01% | 2670 |
|
|
2018
Q1 | $14K | Hold |
173
| – | – | ﹤0.01% | 2616 |
|
|
2017
Q4 | $14K | Sell |
173
-50
| -22% | -$3.73K | ﹤0.01% | 2652 |
|
|
2017
Q3 | $17K | Buy |
223
+5
| +2% | +$342 | ﹤0.01% | 2734 |
|
|
2017
Q2 | $15K | Hold |
218
| – | – | ﹤0.01% | 2776 |
|
|
2017
Q1 | $15K | Hold |
218
| – | – | ﹤0.01% | 2696 |
|
|
2016
Q4 | $15K | Buy |
218
+100
| +85% | +$7.14K | ﹤0.01% | 2679 |
|
|
2016
Q3 | $8K | Buy |
118
+38
| +48% | +$2.49K | ﹤0.01% | 3010 |
|
|
2016
Q2 | $5K | Buy |
+80
| New | +$4.9K | ﹤0.01% | 3190 |
|
|
2016
Q1 | – | Sell |
-30
| Closed | -$2K | – | 3802 |
|
|
2015
Q4 | $2K | Buy |
+30
| New | +$1.9K | ﹤0.01% | 3414 |
|