Envestnet Asset Management’s Wgl Holdings WGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,182
| Closed | -$371K | – | 3117 |
|
|
2018
Q2 | $371K | Buy |
4,182
+410
| +11% | +$36.4K | ﹤0.01% | 1430 |
|
|
2018
Q1 | $320K | Buy |
3,772
+1,393
| +59% | +$118K | ﹤0.01% | 1382 |
|
|
2017
Q4 | $204K | Sell |
2,379
-13
| -0.5% | -$1.12K | ﹤0.01% | 1837 |
|
|
2017
Q3 | $201K | Sell |
2,392
-591
| -20% | -$49.7K | ﹤0.01% | 1841 |
|
|
2017
Q2 | $249K | Buy |
2,983
+618
| +26% | +$51.6K | ﹤0.01% | 1791 |
|
|
2017
Q1 | $194K | Sell |
2,365
-31
| -1% | -$2.54K | ﹤0.01% | 1937 |
|
|
2016
Q4 | $184K | Sell |
2,396
-255
| -10% | -$19.6K | ﹤0.01% | 1928 |
|
|
2016
Q3 | $166K | Sell |
2,651
-3,323
| -56% | -$208K | ﹤0.01% | 2110 |
|
|
2016
Q2 | $423K | Sell |
5,974
-745
| -11% | -$52.8K | ﹤0.01% | 1729 |
|
|
2016
Q1 | $486K | Buy |
6,719
+888
| +15% | +$64.2K | ﹤0.01% | 1649 |
|
|
2015
Q4 | $367K | Buy |
5,831
+51
| +0.9% | +$3.21K | ﹤0.01% | 1735 |
|
|
2015
Q3 | $333K | Buy |
5,780
+343
| +6% | +$19.8K | ﹤0.01% | 1779 |
|
|
2015
Q2 | $295K | Sell |
5,437
-116
| -2% | -$6.29K | ﹤0.01% | 1960 |
|
|
2015
Q1 | $313K | Buy |
5,553
+5,436
| +4,646% | +$306K | ﹤0.01% | 1767 |
|
|
2014
Q4 | $6K | Sell |
117
-66
| -36% | -$3.39K | ﹤0.01% | 2106 |
|
|
2014
Q3 | $8K | Buy |
183
+33
| +22% | +$1.44K | ﹤0.01% | 2208 |
|
|
2014
Q2 | $6K | Sell |
150
-323
| -68% | -$12.9K | ﹤0.01% | 2253 |
|
|
2014
Q1 | $19K | Buy |
473
+400
| +548% | +$16.1K | ﹤0.01% | 1671 |
|
|
2013
Q4 | $3K | Hold |
73
| – | – | ﹤0.01% | 2184 |
|
|
2013
Q3 | $3K | Sell |
73
-15
| -17% | -$616 | ﹤0.01% | 2097 |
|
|
2013
Q2 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 1973 |
|