Whittier Trust’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
Q2 | – | Sell |
-29
| Closed | -$2K | – | 1363 |
|
|
2017
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1275 |
|
|
2014
Q1 | – | Sell |
-21,230
| Closed | -$2.04M | – | 1102 |
|
|
2013
Q4 | $2.04M | Sell |
21,230
-39,945
| -65% | -$3.84M | 0.1% | 163 |
|
|
2013
Q3 | $5.69M | Hold |
61,175
| – | – | 0.31% | 93 |
|
|
2013
Q2 | $5.19M | Buy |
+61,175
| New | +$5.19M | 0.29% | 93 |
|