BAM
WGL
Bruderman Asset Management’s Wgl Holdings WGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-85
| Closed | -$6K | – | 405 |
|
|
2016
Q2 | $6K | Hold |
85
| – | – | ﹤0.01% | 342 |
|
|
2016
Q1 | $6K | Sell |
85
-550
| -87% | -$38.8K | ﹤0.01% | 358 |
|
|
2015
Q4 | $40K | Sell |
635
-937
| -60% | -$59K | 0.02% | 230 |
|
|
2015
Q3 | $91K | Buy |
1,572
+8
| +0.5% | +$463 | 0.04% | 161 |
|
|
2015
Q2 | $85K | Sell |
1,564
-205
| -12% | -$11.1K | 0.03% | 172 |
|
|
2015
Q1 | $100K | Buy |
+1,769
| New | +$100K | 0.04% | 155 |
|