Glassman Wealth Services’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 |
-2,400
| Closed | -$213K | – | 1043 |
|
|
2018
Q2 | $213K | Hold |
2,400
| – | – | 0.11% | 85 |
|
|
2018
Q1 | $201K | Buy |
2,400
+2,000
| +500% | +$168K | 0.12% | 78 |
|
|
2017
Q4 | $34K | Sell |
400
-100
| -20% | -$8.5K | 0.02% | 192 |
|
|
2017
Q3 | $42K | Hold |
500
| – | – | 0.03% | 168 |
|
|
2017
Q2 | $42K | Hold |
500
| – | – | 0.03% | 170 |
|
|
2017
Q1 | $41K | Hold |
500
| – | – | 0.03% | 180 |
|
|
2016
Q4 | $38K | Hold |
500
| – | – | 0.03% | 197 |
|
|
2016
Q3 | $31K | Hold |
500
| – | – | 0.03% | 184 |
|
|
2016
Q2 | $35K | Hold |
500
| – | – | 0.03% | 167 |
|
|
2016
Q1 | $36K | Hold |
500
| – | – | 0.03% | 159 |
|
|
2015
Q4 | $31K | Hold |
500
| – | – | 0.03% | 177 |
|
|
2015
Q3 | $29K | Hold |
500
| – | – | 0.03% | 184 |
|
|
2015
Q2 | $27K | Hold |
500
| – | – | 0.02% | 197 |
|
|
2015
Q1 | $28K | Hold |
500
| – | – | 0.02% | 189 |
|
|
2014
Q4 | $27K | Buy |
+500
| New | +$27K | 0.02% | 211 |
|