EWM
WGL
Evercore Wealth Management’s Wgl Holdings WGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-50
| Closed | -$4K | – | 898 |
|
2017
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 871 |
|
2017
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 862 |
|
2017
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 918 |
|
2017
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 911 |
|
2016
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 913 |
|
2016
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 984 |
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 966 |
|
2016
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 895 |
|
2015
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 971 |
|
2015
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 918 |
|
2015
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1021 |
|
2015
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 958 |
|
2014
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 831 |
|