HL Financial 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 |
-3,219
| Closed | -$286K | – | 769 |
|
|
2018
Q2 | $286K | Sell |
3,219
-5
| -0.2% | -$444 | 0.01% | 593 |
|
|
2018
Q1 | $270K | Sell |
3,224
-197
| -6% | -$16.5K | ﹤0.01% | 606 |
|
|
2017
Q4 | $294K | Hold |
3,421
| – | – | 0.01% | 511 |
|
|
2017
Q3 | $288K | Sell |
3,421
-1,269
| -27% | -$107K | 0.01% | 581 |
|
|
2017
Q2 | $391K | Sell |
4,690
-967
| -17% | -$80.6K | 0.01% | 522 |
|
|
2017
Q1 | $467K | Sell |
5,657
-500
| -8% | -$41.3K | 0.01% | 468 |
|
|
2016
Q4 | $470K | Hold |
6,157
| – | – | 0.01% | 460 |
|
|
2016
Q3 | $386K | Sell |
6,157
-69
| -1% | -$4.33K | 0.01% | 486 |
|
|
2016
Q2 | $441K | Hold |
6,226
| – | – | 0.01% | 454 |
|
|
2016
Q1 | $451K | Sell |
6,226
-851
| -12% | -$61.6K | 0.01% | 448 |
|
|
2015
Q4 | $446K | Sell |
7,077
-17
| -0.2% | -$1.07K | 0.01% | 472 |
|
|
2015
Q3 | $409K | Buy |
7,094
+1,217
| +21% | +$70.2K | 0.01% | 463 |
|
|
2015
Q2 | $319K | Sell |
5,877
-18
| -0.3% | -$977 | 0.01% | 551 |
|
|
2015
Q1 | $332K | Sell |
5,895
-275
| -4% | -$15.5K | 0.01% | 544 |
|
|
2014
Q4 | $337K | Sell |
6,170
-430
| -7% | -$23.5K | 0.01% | 522 |
|
|
2014
Q3 | $278K | Sell |
6,600
-510
| -7% | -$21.5K | 0.01% | 574 |
|
|
2014
Q2 | $306K | Sell |
7,110
-850
| -11% | -$36.6K | 0.01% | 547 |
|
|
2014
Q1 | $319K | Sell |
7,960
-546
| -6% | -$21.9K | 0.01% | 514 |
|
|
2013
Q4 | $341K | Sell |
8,506
-430
| -5% | -$17.2K | 0.01% | 476 |
|
|
2013
Q3 | $382K | Buy |
8,936
+520
| +6% | +$22.2K | 0.01% | 410 |
|
|
2013
Q2 | $364K | Buy |
+8,416
| New | +$364K | 0.01% | 397 |
|