J.P. Morgan Private 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 |
-4,500
| Closed | -$400K | – | 1629 |
|
|
2018
Q2 | $400K | Sell |
4,500
-400
| -8% | -$35.6K | ﹤0.01% | 1091 |
|
|
2018
Q1 | $409K | Buy |
4,900
+800
| +20% | +$66.8K | ﹤0.01% | 938 |
|
|
2017
Q4 | $352K | Hold |
4,100
| – | – | ﹤0.01% | 990 |
|
|
2017
Q3 | $346K | Hold |
4,100
| – | – | ﹤0.01% | 977 |
|
|
2017
Q2 | $342K | Sell |
4,100
-635
| -13% | -$53K | ﹤0.01% | 966 |
|
|
2017
Q1 | $391K | Sell |
4,735
-5
| -0.1% | -$413 | ﹤0.01% | 959 |
|
|
2016
Q4 | $362K | Buy |
4,740
+989
| +26% | +$75.5K | ﹤0.01% | 921 |
|
|
2016
Q3 | $235K | Buy |
3,751
+189
| +5% | +$11.8K | ﹤0.01% | 1084 |
|
|
2016
Q2 | $252K | Buy |
+3,562
| New | +$252K | ﹤0.01% | 1055 |
|