EWA
WGL
Exencial Wealth Advisors’s Wgl Holdings WGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-2,346
| Closed | -$208K | – | 199 |
|
2018
Q2 | $208K | Buy |
+2,346
| New | +$208K | 0.06% | 171 |
|
2018
Q1 | – | Sell |
-2,346
| Closed | -$201K | – | 189 |
|
2017
Q4 | $201K | Buy |
+2,346
| New | +$201K | 0.06% | 176 |
|
2016
Q4 | – | Sell |
-3,518
| Closed | -$222K | – | 179 |
|
2016
Q3 | $222K | Hold |
3,518
| – | – | 0.1% | 150 |
|
2016
Q2 | $249K | Hold |
3,518
| – | – | 0.11% | 133 |
|
2016
Q1 | $255K | Buy |
+3,518
| New | +$255K | 0.12% | 128 |
|