LPL Financial’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 |
-10,044
| Closed | -$891K | – | 3352 |
|
|
2018
Q2 | $891K | Buy |
10,044
+82
| +0.8% | +$7.27K | ﹤0.01% | 1687 |
|
|
2018
Q1 | $833K | Buy |
9,962
+388
| +4% | +$32.4K | ﹤0.01% | 1735 |
|
|
2017
Q4 | $822K | Buy |
9,574
+1,541
| +19% | +$132K | ﹤0.01% | 1668 |
|
|
2017
Q3 | $676K | Buy |
8,033
+1,455
| +22% | +$122K | ﹤0.01% | 1705 |
|
|
2017
Q2 | $549K | Buy |
6,578
+1,886
| +40% | +$157K | ﹤0.01% | 1813 |
|
|
2017
Q1 | $387K | Buy |
4,692
+627
| +15% | +$51.7K | ﹤0.01% | 2016 |
|
|
2016
Q4 | $308K | Buy |
+4,065
| New | +$308K | ﹤0.01% | 2156 |
|
|
2016
Q3 | – | Sell |
-3,162
| Closed | -$226K | – | 2776 |
|
|
2016
Q2 | $226K | Sell |
3,162
-640
| -17% | -$45.7K | ﹤0.01% | 2305 |
|
|
2016
Q1 | $264K | Sell |
3,802
-130
| -3% | -$9.03K | ﹤0.01% | 2616 |
|
|
2015
Q4 | $245K | Buy |
+3,932
| New | +$245K | ﹤0.01% | 2687 |
|
|
2014
Q4 | – | Sell |
-10,626
| Closed | -$451K | – | 2832 |
|
|
2014
Q3 | $451K | Sell |
10,626
-505
| -5% | -$21.4K | ﹤0.01% | 1878 |
|
|
2014
Q2 | $480K | Buy |
+11,131
| New | +$480K | ﹤0.01% | 1832 |
|