Mark Sheptoff Financial Planning’s Wgl Holdings WGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | 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% | +$81 | 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 | +$15.4K | 0.01% | 250 |
|
Other funds holding WGL
Mark Sheptoff Financial Planning's WGL Position: Q3 2018 in Review
Mark Sheptoff Financial Planning sold out of Wgl Holdings (WGL) in Q3 2018, closing a stake of 400 shares — an estimated $36K sold.
Mark Sheptoff Financial Planning first reported a position in WGL in Q1 2014 and held it in 18 quarters. The position peaked at $36K in Q2 2018. 2 funds tracked by Wall St. Rank hold WGL as of Q3 2018.
- Mark Sheptoff Financial Planning reported no remaining Wgl Holdings position as of Q3 2018 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 400 Wgl Holdings shares in Q3 2018, an estimated $36K.
- Mark Sheptoff Financial Planning first reported a position in Wgl Holdings in Q1 2014 and held it in 18 quarters.
- Mark Sheptoff Financial Planning's Wgl Holdings position peaked at $36K in Q2 2018.
- 2 funds tracked by Wall St. Rank held Wgl Holdings as of Q3 2018.
Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2018, filed 13 Nov 2018.