Steward Partners Investment Advisory’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 |
-3,718
| Closed | -$330K | – | 2805 |
|
|
2018
Q2 | $330K | Buy |
3,718
+27
| +0.7% | +$2.4K | 0.02% | 546 |
|
|
2018
Q1 | $308K | Buy |
3,691
+103
| +3% | +$8.6K | 0.02% | 527 |
|
|
2017
Q4 | $308K | Sell |
3,588
-118
| -3% | -$10.1K | 0.02% | 445 |
|
|
2017
Q3 | $312K | Buy |
3,706
+2
| +0.1% | +$168 | 0.03% | 370 |
|
|
2017
Q2 | $309K | Sell |
3,704
-148
| -4% | -$12.3K | 0.03% | 342 |
|
|
2017
Q1 | $317K | Buy |
+3,852
| New | +$317K | 0.05% | 264 |
|