Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-711
| Closed | -$62K | – | 2484 |
|
|
2019
Q1 | $62K | Sell |
711
-82
| -10% | -$7.15K | ﹤0.01% | 822 |
|
|
2018
Q4 | $59K | Sell |
793
-444
| -36% | -$33K | 0.01% | 791 |
|
|
2018
Q3 | $113K | Sell |
1,237
-882
| -42% | -$80.6K | 0.01% | 638 |
|
|
2018
Q2 | $172K | Buy |
2,119
+16
| +0.8% | +$1.3K | 0.02% | 506 |
|
|
2018
Q1 | $149K | Buy |
2,103
+397
| +23% | +$28.1K | 0.01% | 570 |
|
|
2017
Q4 | $134K | Buy |
1,706
+20
| +1% | +$1.57K | 0.01% | 613 |
|
|
2017
Q3 | $125K | Buy |
1,686
+272
| +19% | +$20.2K | 0.01% | 625 |
|
|
2017
Q2 | $97K | Sell |
1,414
-132
| -9% | -$9.06K | 0.01% | 708 |
|
|
2017
Q1 | $105K | Buy |
1,546
+120
| +8% | +$8.15K | 0.01% | 585 |
|
|
2016
Q4 | $99K | Buy |
1,426
+310
| +28% | +$21.5K | 0.01% | 587 |
|
|
2016
Q3 | $77K | Buy |
1,116
+576
| +107% | +$39.7K | 0.01% | 655 |
|
|
2016
Q2 | $32K | Buy |
540
+91
| +20% | +$5.39K | 0.01% | 852 |
|
|
2016
Q1 | $28K | Sell |
449
-819
| -65% | -$51.1K | ﹤0.01% | 860 |
|
|
2015
Q4 | $68K | Buy |
+1,268
| New | +$68K | 0.01% | 633 |
|