Santori & Peters Inc’s Genesee & Wyoming Inc. GWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,657
| Closed | -$846K | – | 78 |
|
|
2019
Q3 | $846K | Hold |
7,657
| – | – | 0.61% | 21 |
|
|
2019
Q2 | $765K | Buy |
7,657
+1,113
| +17% | +$111K | 0.56% | 21 |
|
|
2019
Q1 | $570K | Hold |
6,544
| – | – | 0.48% | 25 |
|
|
2018
Q4 | $484K | Hold |
6,544
| – | – | 0.43% | 32 |
|
|
2018
Q3 | $595K | Hold |
6,544
| – | – | 0.46% | 23 |
|
|
2018
Q2 | $532K | Buy |
6,544
+463
| +8% | +$37.6K | 0.47% | 26 |
|
|
2018
Q1 | $430K | Hold |
6,081
| – | – | 0.39% | 28 |
|
|
2017
Q4 | $423K | Buy |
+6,081
| New | +$423K | 0.38% | 28 |
|