Creative Planning’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 |
-15,047
| Closed | -$1.34M | – | 2047 |
|
|
2018
Q2 | $1.34M | Sell |
15,047
-292
| -2% | -$25.9K | 0.01% | 590 |
|
|
2018
Q1 | $1.28M | Sell |
15,339
-1,755
| -10% | -$147K | 0.01% | 599 |
|
|
2017
Q4 | $1.47M | Sell |
17,094
-2,430
| -12% | -$209K | 0.01% | 544 |
|
|
2017
Q3 | $1.64M | Buy |
19,524
+129
| +0.7% | +$10.9K | 0.01% | 527 |
|
|
2017
Q2 | $1.62M | Sell |
19,395
-81
| -0.4% | -$6.76K | 0.01% | 505 |
|
|
2017
Q1 | $1.61M | Buy |
19,476
+1
| +0% | +$83 | 0.01% | 496 |
|
|
2016
Q4 | $1.49M | Sell |
19,475
-222
| -1% | -$16.9K | 0.01% | 491 |
|
|
2016
Q3 | $1.24M | Sell |
19,697
-517
| -3% | -$32.4K | 0.01% | 524 |
|
|
2016
Q2 | $1.43M | Buy |
20,214
+1,671
| +9% | +$118K | 0.01% | 421 |
|
|
2016
Q1 | $1.34M | Sell |
18,543
-999
| -5% | -$72.3K | 0.01% | 416 |
|
|
2015
Q4 | $1.23M | Buy |
19,542
+2,087
| +12% | +$131K | 0.01% | 442 |
|
|
2015
Q3 | $1.01M | Buy |
17,455
+1,014
| +6% | +$58.5K | 0.01% | 474 |
|
|
2015
Q2 | $893K | Buy |
16,441
+5,927
| +56% | +$322K | 0.01% | 501 |
|
|
2015
Q1 | $593K | Buy |
10,514
+900
| +9% | +$50.8K | 0.01% | 666 |
|
|
2014
Q4 | $525K | Buy |
9,614
+124
| +1% | +$6.77K | 0.01% | 673 |
|
|
2014
Q3 | $400K | Buy |
9,490
+3,360
| +55% | +$142K | ﹤0.01% | 743 |
|
|
2014
Q2 | $264K | Buy |
6,130
+63
| +1% | +$2.71K | ﹤0.01% | 897 |
|
|
2014
Q1 | $243K | Sell |
6,067
-400
| -6% | -$16K | ﹤0.01% | 906 |
|
|
2013
Q4 | $259K | Buy |
6,467
+1,248
| +24% | +$50K | ﹤0.01% | 744 |
|
|
2013
Q3 | $223K | Buy |
5,219
+352
| +7% | +$15K | ﹤0.01% | 718 |
|
|
2013
Q2 | $210K | Buy |
+4,867
| New | +$210K | ﹤0.01% | 667 |
|