BIA
WGL
Barry Investment Advisors’s Wgl Holdings WGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-39,693
| Closed | -$2.5M | – | 79 |
|
|
2015
Q4 | $2.5M | Sell |
39,693
-2,389
| -6% | -$150K | 0.81% | 31 |
|
|
2015
Q3 | $2.43M | Sell |
42,082
-1,401
| -3% | -$80.8K | 0.78% | 30 |
|
|
2015
Q2 | $2.36M | Sell |
43,483
-3,786
| -8% | -$206K | 2.38% | 12 |
|
|
2015
Q1 | $2.67M | Sell |
47,269
-25,925
| -35% | -$1.46M | 0.81% | 28 |
|
|
2014
Q4 | $4M | Buy |
+73,194
| New | +$4M | 1.3% | 26 |
|