Steward Partners Investment Advisory’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 |
-560
| Closed | -$61K | – | 2852 |
|
|
2019
Q3 | $61K | Hold |
560
| – | – | ﹤0.01% | 1280 |
|
|
2019
Q2 | $56K | Buy |
+560
| New | +$56K | ﹤0.01% | 1300 |
|
|
2018
Q4 | – | Sell |
-410
| Closed | -$37K | – | 2505 |
|
|
2018
Q3 | $37K | Buy |
410
+73
| +22% | +$6.59K | ﹤0.01% | 1318 |
|
|
2018
Q2 | $27K | Hold |
337
| – | – | ﹤0.01% | 1353 |
|
|
2018
Q1 | $23K | Sell |
337
-5
| -1% | -$341 | ﹤0.01% | 1288 |
|
|
2017
Q4 | $26K | Buy |
342
+5
| +1% | +$380 | ﹤0.01% | 1038 |
|
|
2017
Q3 | $24K | Hold |
337
| – | – | ﹤0.01% | 897 |
|
|
2017
Q2 | $23K | Hold |
337
| – | – | ﹤0.01% | 828 |
|
|
2017
Q1 | $22K | Buy |
+337
| New | +$22K | ﹤0.01% | 736 |
|