Oppenheimer & Co’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 |
-9,982
| Closed | -$886K | – | 1426 |
|
|
2018
Q2 | $886K | Buy |
9,982
+837
| +9% | +$74.3K | 0.02% | 640 |
|
|
2018
Q1 | $765K | Buy |
9,145
+1,162
| +15% | +$97.2K | 0.02% | 703 |
|
|
2017
Q4 | $685K | Sell |
7,983
-62
| -0.8% | -$5.32K | 0.02% | 749 |
|
|
2017
Q3 | $677K | Hold |
8,045
| – | – | 0.02% | 740 |
|
|
2017
Q2 | $671K | Buy |
8,045
+1,853
| +30% | +$155K | 0.02% | 729 |
|
|
2017
Q1 | $511K | Sell |
6,192
-620
| -9% | -$51.2K | 0.01% | 793 |
|
|
2016
Q4 | $520K | Buy |
6,812
+150
| +2% | +$11.5K | 0.02% | 796 |
|
|
2016
Q3 | $418K | Sell |
6,662
-500
| -7% | -$31.4K | 0.01% | 881 |
|
|
2016
Q2 | $507K | Sell |
7,162
-800
| -10% | -$56.6K | 0.02% | 786 |
|
|
2016
Q1 | $576K | Sell |
7,962
-850
| -10% | -$61.5K | 0.02% | 705 |
|
|
2015
Q4 | $555K | Buy |
+8,812
| New | +$555K | 0.02% | 733 |
|