IFP Advisors’s Wgl Holdings WGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,798
| Closed | -$337K | – | 4107 |
|
|
2018
Q2 | $337K | Buy |
3,798
+267
| +8% | +$23.7K | 0.01% | 830 |
|
|
2018
Q1 | $303K | Hold |
3,531
| – | – | 0.01% | 817 |
|
|
2017
Q4 | $303K | Sell |
3,531
-765
| -18% | -$65.6K | 0.01% | 815 |
|
|
2017
Q3 | $362K | Buy |
4,296
+45
| +1% | +$3.79K | 0.01% | 829 |
|
|
2017
Q2 | $355K | Sell |
4,251
-200
| -4% | -$16.7K | 0.02% | 826 |
|
|
2017
Q1 | $367K | Buy |
4,451
+140
| +3% | +$11.5K | 0.02% | 814 |
|
|
2016
Q4 | $329K | Hold |
4,311
| – | – | 0.02% | 811 |
|
|
2016
Q3 | $270K | Sell |
4,311
-180
| -4% | -$11.3K | 0.01% | 857 |
|
|
2016
Q2 | $318K | Buy |
+4,491
| New | +$318K | 0.02% | 763 |
|
|
2016
Q1 | – | Sell |
-3,491
| Closed | -$220K | – | 3947 |
|
|
2015
Q4 | $220K | Buy |
+3,491
| New | +$220K | 0.01% | 791 |
|