Mosaic Family Wealth’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 |
-604
| Closed | -$54K | – | 710 |
|
|
2018
Q2 | $54K | Hold |
604
| – | – | 0.02% | 300 |
|
|
2018
Q1 | $51K | Hold |
604
| – | – | 0.02% | 306 |
|
|
2017
Q4 | $52K | Hold |
604
| – | – | 0.02% | 318 |
|
|
2017
Q3 | $51K | Buy |
604
+400
| +196% | +$33.8K | 0.02% | 331 |
|
|
2017
Q2 | $17K | Hold |
204
| – | – | 0.01% | 443 |
|
|
2017
Q1 | $17K | Hold |
204
| – | – | 0.01% | 452 |
|
|
2016
Q4 | $16K | Hold |
204
| – | – | 0.01% | 461 |
|
|
2016
Q3 | $13K | Hold |
204
| – | – | 0.01% | 492 |
|
|
2016
Q2 | $15K | Hold |
204
| – | – | 0.01% | 480 |
|
|
2016
Q1 | $14K | Hold |
204
| – | – | 0.01% | 484 |
|
|
2015
Q4 | $12K | Buy |
+204
| New | +$12K | 0.01% | 509 |
|