Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-150
| Closed | -$10K | – | 1036 |
|
|
2017
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 652 |
|
|
2017
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 617 |
|
|
2016
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 561 |
|
|
2016
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 539 |
|
|
2016
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 526 |
|
|
2016
Q1 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 603 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$9K | – | 1177 |
|
|
2015
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 821 |
|
|
2015
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 842 |
|
|
2015
Q1 | $14K | Hold |
150
| – | – | ﹤0.01% | 764 |
|
|
2014
Q4 | $13K | Hold |
150
| – | – | ﹤0.01% | 469 |
|
|
2014
Q3 | $14K | Hold |
150
| – | – | ﹤0.01% | 462 |
|
|
2014
Q2 | $16K | Sell |
150
-2,000
| -93% | -$213K | ﹤0.01% | 459 |
|
|
2014
Q1 | $209K | Buy |
2,150
+2,000
| +1,333% | +$194K | 0.05% | 110 |
|
|
2013
Q4 | $14K | Hold |
150
| – | – | ﹤0.01% | 468 |
|
|
2013
Q3 | $14K | Hold |
150
| – | – | ﹤0.01% | 406 |
|
|
2013
Q2 | $13K | Buy |
+150
| New | +$13K | ﹤0.01% | 423 |
|