Carson Wealth (CWM LLC)’s Wgl Holdings WGL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WGL Stock Details WGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-852	Closed	-$76K	–	2092
2018 Q2	$76K	Hold	852	–	–	﹤0.01%	566
2018 Q1	$71K	Hold	852	–	–	﹤0.01%	501
2017 Q4	$73K	Hold	852	–	–	﹤0.01%	468
2017 Q3	$72K	Buy	852 +52	+7%	+$4.39K	﹤0.01%	459
2017 Q2	$67K	Hold	800	–	–	﹤0.01%	434
2017 Q1	$66K	Hold	800	–	–	﹤0.01%	408
2016 Q4	$61K	Sell	800 -20	-2%	-$1.35K	﹤0.01%	419
2016 Q3	$51K	Buy	+820	New	+$54.6K	﹤0.01%	417
2016 Q1	–	Sell	-1,200	Closed	-$76K	–	841
2015 Q4	$76K	Buy	+1,200	New	+$73.2K	0.01%	284

Other funds holding WGL

GAM

Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WGL Position: Q3 2018 in Review

Carson Wealth (CWM LLC) sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 852 shares — an estimated $76K sold.

Carson Wealth (CWM LLC) first reported a position in WGL in Q4 2015 and held it in 9 quarters. The position peaked at $76K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.

Carson Wealth (CWM LLC) reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 852 Wgl Holdings shares in Q3 2018, an estimated $76K.
Carson Wealth (CWM LLC) first reported a position in Wgl Holdings in Q4 2015 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s Wgl Holdings position peaked at $76K in Q2 2018.
2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2018, filed 29 Oct 2018.