IFWM
GWR
Institute for Wealth Management’s Genesee & Wyoming Inc. GWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,807
| Closed | -$1.31M | – | 701 |
|
|
2019
Q3 | $1.31M | Sell |
11,807
-389
| -3% | -$43K | 0.33% | 77 |
|
|
2019
Q2 | $1.22M | Sell |
12,196
-335
| -3% | -$33.5K | 0.27% | 100 |
|
|
2019
Q1 | $1.09M | Buy |
+12,531
| New | +$1.09M | 0.24% | 117 |
|
|
2018
Q4 | – | Sell |
-13,320
| Closed | -$1.22M | – | 356 |
|
|
2018
Q3 | $1.22M | Buy |
13,320
+40
| +0.3% | +$3.67K | 0.41% | 85 |
|
|
2018
Q2 | $1.08M | Buy |
13,280
+581
| +5% | +$47K | 0.34% | 100 |
|
|
2018
Q1 | $908K | Buy |
12,699
+643
| +5% | +$46K | 0.27% | 140 |
|
|
2017
Q4 | $954K | Sell |
12,056
-694
| -5% | -$54.9K | 0.22% | 137 |
|
|
2017
Q3 | $942K | Sell |
12,750
-1,703
| -12% | -$126K | 0.31% | 110 |
|
|
2017
Q2 | $978K | Buy |
+14,453
| New | +$978K | 0.27% | 121 |
|