Aperio Group’s Wgl Holdings WGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-96,045
| Closed | -$8.52M | – | 2324 |
|
|
2018
Q2 | $8.52M | Buy |
96,045
+22,189
| +30% | +$1.97M | 0.04% | 487 |
|
|
2018
Q1 | $6.18M | Buy |
73,856
+37,521
| +103% | +$3.14M | 0.03% | 580 |
|
|
2017
Q4 | $3.12M | Sell |
36,335
-3,571
| -9% | -$307K | 0.02% | 822 |
|
|
2017
Q3 | $3.36M | Buy |
39,906
+7,202
| +22% | +$606K | 0.02% | 746 |
|
|
2017
Q2 | $2.73M | Buy |
32,704
+626
| +2% | +$52.2K | 0.02% | 791 |
|
|
2017
Q1 | $2.65M | Buy |
32,078
+1,710
| +6% | +$141K | 0.02% | 769 |
|
|
2016
Q4 | $2.32M | Buy |
30,368
+7,224
| +31% | +$551K | 0.02% | 768 |
|
|
2016
Q3 | $1.45M | Buy |
23,144
+1,903
| +9% | +$119K | 0.01% | 953 |
|
|
2016
Q2 | $1.5M | Buy |
21,241
+3,196
| +18% | +$226K | 0.01% | 924 |
|
|
2016
Q1 | $1.31M | Buy |
18,045
+3,151
| +21% | +$228K | 0.01% | 932 |
|
|
2015
Q4 | $938K | Buy |
14,894
+4,756
| +47% | +$300K | 0.01% | 1047 |
|
|
2015
Q3 | $585K | Buy |
10,138
+1,245
| +14% | +$71.8K | 0.01% | 1212 |
|
|
2015
Q2 | $483K | Buy |
8,893
+1,024
| +13% | +$55.6K | 0.01% | 1343 |
|
|
2015
Q1 | $444K | Buy |
7,869
+898
| +13% | +$50.7K | 0.01% | 1338 |
|
|
2014
Q4 | $381K | Buy |
6,971
+276
| +4% | +$15.1K | ﹤0.01% | 1368 |
|
|
2014
Q3 | $282K | Buy |
6,695
+737
| +12% | +$31K | ﹤0.01% | 1424 |
|
|
2014
Q2 | $257K | Sell |
5,958
-794
| -12% | -$34.2K | ﹤0.01% | 1478 |
|
|
2014
Q1 | $270K | Buy |
+6,752
| New | +$270K | ﹤0.01% | 1690 |
|
|
2013
Q4 | – | Sell |
-14,986
| Closed | -$640K | – | 1471 |
|
|
2013
Q3 | $640K | Buy |
14,986
+487
| +3% | +$20.8K | 0.01% | 1042 |
|
|
2013
Q2 | $627K | Buy |
+14,499
| New | +$627K | 0.01% | 944 |
|