EHWM
GAS
Eads & Heald Wealth Management’s AGL RESOURCES INC (HOLDING CO) GAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-14,493
| Closed | -$956K | – | 135 |
|
|
2016
Q2 | $956K | Sell |
14,493
-295
| -2% | -$19.5K | 0.66% | 73 |
|
|
2016
Q1 | $963K | Sell |
14,788
-1,093
| -7% | -$71.2K | 0.67% | 71 |
|
|
2015
Q4 | $1.01M | Sell |
15,881
-4,073
| -20% | -$260K | 0.7% | 67 |
|
|
2015
Q3 | $1.22M | Sell |
19,954
-9,992
| -33% | -$610K | 0.87% | 56 |
|
|
2015
Q2 | $1.39M | Buy |
29,946
+160
| +0.5% | +$7.45K | 0.92% | 55 |
|
|
2015
Q1 | $1.48M | Buy |
29,786
+2,317
| +8% | +$115K | 0.95% | 49 |
|
|
2014
Q4 | $1.5M | Sell |
27,469
-322
| -1% | -$17.5K | 0.95% | 51 |
|
|
2014
Q3 | $1.43M | Sell |
27,791
-1,220
| -4% | -$62.6K | 0.97% | 48 |
|
|
2014
Q2 | $1.6M | Sell |
29,011
-415
| -1% | -$22.8K | 1.06% | 46 |
|
|
2014
Q1 | $1.44M | Sell |
29,426
-1,644
| -5% | -$80.5K | 0.95% | 53 |
|
|
2013
Q4 | $1.47M | Buy |
31,070
+518
| +2% | +$24.5K | 0.97% | 52 |
|
|
2013
Q3 | $1.41M | Sell |
30,552
-1,190
| -4% | -$54.8K | 1% | 48 |
|
|
2013
Q2 | $1.36M | Buy |
+31,742
| New | +$1.36M | 0.96% | 52 |
|