Carson Wealth (CWM LLC)’s Wgl Holdings WGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-852
| Closed | -$76K | – | 2087 |
|
|
2018
Q2 | $76K | Hold |
852
| – | – | ﹤0.01% | 564 |
|
|
2018
Q1 | $71K | Hold |
852
| – | – | ﹤0.01% | 500 |
|
|
2017
Q4 | $73K | Hold |
852
| – | – | ﹤0.01% | 467 |
|
|
2017
Q3 | $72K | Buy |
852
+52
| +7% | +$4.39K | ﹤0.01% | 458 |
|
|
2017
Q2 | $67K | Hold |
800
| – | – | ﹤0.01% | 433 |
|
|
2017
Q1 | $66K | Hold |
800
| – | – | ﹤0.01% | 407 |
|
|
2016
Q4 | $61K | Sell |
800
-20
| -2% | -$1.53K | ﹤0.01% | 418 |
|
|
2016
Q3 | $51K | Buy |
+820
| New | +$51K | ﹤0.01% | 416 |
|
|
2016
Q1 | – | Sell |
-1,200
| Closed | -$76K | – | 840 |
|
|
2015
Q4 | $76K | Buy |
+1,200
| New | +$76K | 0.01% | 283 |
|