IFWM
GWR

Institute for Wealth Management’s Genesee & Wyoming Inc. GWR Stock Holding History

Institute for Wealth Management’s Portfolio GWR Stock Details GWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
2019
Q3 		$1.3M Sell
2019
Q2 		$1.22M Sell
2019
Q1 		$1.09M Buy
2018
Q4 		– Sell
2018
Q3 		$1.22M Buy
2018
Q2 		$1.07M Buy
2018
Q1 		$908K Buy
2017
Q4 		$954K Sell
2017
Q3 		$942K Sell
2017
Q2 		$978K Buy