Carroll Financial Associates’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 |
-400
| Closed | -$35K | – | 1402 |
|
|
2018
Q2 | $35K | Hold |
400
| – | – | ﹤0.01% | 559 |
|
|
2018
Q1 | $33K | Hold |
400
| – | – | ﹤0.01% | 566 |
|
|
2017
Q4 | $34K | Hold |
400
| – | – | ﹤0.01% | 557 |
|
|
2017
Q3 | $33K | Hold |
400
| – | – | ﹤0.01% | 561 |
|
|
2017
Q2 | $33K | Hold |
400
| – | – | ﹤0.01% | 577 |
|
|
2017
Q1 | $33K | Hold |
400
| – | – | ﹤0.01% | 556 |
|
|
2016
Q4 | $30K | Hold |
400
| – | – | ﹤0.01% | 559 |
|
|
2016
Q3 | $25K | Hold |
400
| – | – | ﹤0.01% | 604 |
|
|
2016
Q2 | $28K | Hold |
400
| – | – | ﹤0.01% | 547 |
|
|
2016
Q1 | $28K | Hold |
400
| – | – | 0.01% | 537 |
|
|
2015
Q4 | $25K | Buy |
+400
| New | +$25K | 0.01% | 539 |
|