SWMG
GWR
Sanchez Wealth Management Group’s Genesee & Wyoming Inc. GWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,230
| Closed | -$246K | – | 25 |
|
|
2019
Q3 | $246K | Sell |
2,230
-13,208
| -86% | -$1.46M | 0.2% | 20 |
|
|
2019
Q2 | $1.54M | Hold |
15,438
| – | – | 1.33% | 11 |
|
|
2019
Q1 | $1.35M | Hold |
15,438
| – | – | 1.2% | 13 |
|
|
2018
Q4 | $1.14M | Hold |
15,438
| – | – | 1.26% | 12 |
|
|
2018
Q3 | $1.43M | Hold |
15,438
| – | – | 1.46% | 11 |
|
|
2018
Q2 | $1.26M | Hold |
15,438
| – | – | 1.19% | 11 |
|
|
2018
Q1 | $1.05M | Hold |
15,438
| – | – | 1.06% | 11 |
|
|
2017
Q4 | $1.28M | Buy |
+15,438
| New | +$1.28M | 1.32% | 11 |
|