BWA
WGL
Burt Wealth Advisors’s Wgl Holdings WGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,794
| Closed | -$603K | – | 410 |
|
|
2018
Q2 | $603K | Buy |
6,794
+17
| +0.3% | +$1.51K | 0.29% | 30 |
|
|
2018
Q1 | $567K | Buy |
6,777
+17
| +0.3% | +$1.42K | 0.29% | 33 |
|
|
2017
Q4 | $580K | Buy |
6,760
+17
| +0.3% | +$1.46K | 0.36% | 30 |
|
|
2017
Q3 | $568K | Sell |
6,743
-203
| -3% | -$17.1K | 0.37% | 28 |
|
|
2017
Q2 | $579K | Buy |
6,946
+236
| +4% | +$19.7K | 0.4% | 29 |
|
|
2017
Q1 | $554K | Sell |
6,710
-203
| -3% | -$16.8K | 0.4% | 29 |
|
|
2016
Q4 | $527K | Buy |
6,913
+23
| +0.3% | +$1.75K | 0.47% | 32 |
|
|
2016
Q3 | $432K | Buy |
6,890
+18
| +0.3% | +$1.13K | 0.46% | 29 |
|
|
2016
Q2 | $486K | Buy |
6,872
+20
| +0.3% | +$1.41K | 0.54% | 24 |
|
|
2016
Q1 | $496K | Buy |
6,852
+18
| +0.3% | +$1.3K | 0.45% | 24 |
|
|
2015
Q4 | $430K | Buy |
6,834
+3,020
| +79% | +$190K | 0.34% | 34 |
|
|
2015
Q3 | $392K | Sell |
3,814
-2,978
| -44% | -$306K | 0.49% | 28 |
|
|
2015
Q2 | $369K | Buy |
6,792
+42
| +0.6% | +$2.28K | 0.4% | 39 |
|
|
2015
Q1 | $382K | Hold |
6,750
| – | – | 0.39% | 29 |
|
|
2014
Q4 | $369K | Buy |
+6,750
| New | +$369K | 0.39% | 32 |
|