Castleton Investment Management’s Wgl Holdings WGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-12,539
| Closed | -$1.05M | – | 77 |
|
|
2017
Q2 | $1.05M | Sell |
12,539
-15,000
| -54% | -$1.25M | 0.36% | 45 |
|
|
2017
Q1 | $2.27M | Buy |
27,539
+6,222
| +29% | +$514K | 0.82% | 18 |
|
|
2016
Q4 | $1.63M | Buy |
+21,317
| New | +$1.63M | 0.64% | 31 |
|
|
2016
Q2 | – | Sell |
-2,820
| Closed | -$204K | – | 47 |
|
|
2016
Q1 | $204K | Sell |
2,820
-37,791
| -93% | -$2.73M | 0.1% | 38 |
|
|
2015
Q4 | $2.56M | Buy |
+40,611
| New | +$2.56M | 1.61% | 23 |
|