Mark Sheptoff Financial Planning’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 |
-400
| Closed | -$36K | – | 393 |
|
|
2018
Q2 | $36K | Hold |
400
| – | – | 0.03% | 186 |
|
|
2018
Q1 | $33K | Hold |
400
| – | – | 0.02% | 196 |
|
|
2017
Q4 | $34K | Hold |
400
| – | – | 0.02% | 201 |
|
|
2017
Q3 | $34K | Hold |
400
| – | – | 0.02% | 207 |
|
|
2017
Q2 | $33K | Sell |
400
-1
| -0.2% | -$83 | 0.02% | 203 |
|
|
2017
Q1 | $33K | Buy |
401
+1
| +0.3% | +$82 | 0.02% | 202 |
|
|
2016
Q4 | $31K | Hold |
400
| – | – | 0.02% | 200 |
|
|
2016
Q3 | $25K | Hold |
400
| – | – | 0.02% | 206 |
|
|
2016
Q2 | $28K | Hold |
400
| – | – | 0.02% | 188 |
|
|
2016
Q1 | $29K | Hold |
400
| – | – | 0.02% | 185 |
|
|
2015
Q4 | $25K | Hold |
400
| – | – | 0.02% | 204 |
|
|
2015
Q3 | $23K | Hold |
400
| – | – | 0.02% | 204 |
|
|
2015
Q2 | $22K | Hold |
400
| – | – | 0.02% | 216 |
|
|
2015
Q1 | $23K | Hold |
400
| – | – | 0.02% | 208 |
|
|
2014
Q4 | $22K | Hold |
400
| – | – | 0.02% | 210 |
|
|
2014
Q3 | $17K | Hold |
400
| – | – | 0.02% | 241 |
|
|
2014
Q2 | $17K | Hold |
400
| – | – | 0.01% | 238 |
|
|
2014
Q1 | $16K | Buy |
+400
| New | +$16K | 0.01% | 250 |
|