United Capital Financial Advisors’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 |
-5,585
| Closed | -$496K | – | 1394 |
|
|
2018
Q2 | $496K | Sell |
5,585
-1,300
| -19% | -$115K | ﹤0.01% | 946 |
|
|
2018
Q1 | $576K | Buy |
6,885
+203
| +3% | +$17K | ﹤0.01% | 927 |
|
|
2017
Q4 | $575K | Hold |
6,682
| – | – | ﹤0.01% | 924 |
|
|
2017
Q3 | $563K | Hold |
6,682
| – | – | ﹤0.01% | 924 |
|
|
2017
Q2 | $557K | Hold |
6,682
| – | – | 0.01% | 900 |
|
|
2017
Q1 | $551K | Buy |
6,682
+642
| +11% | +$52.9K | 0.01% | 893 |
|
|
2016
Q4 | $461K | Hold |
6,040
| – | – | ﹤0.01% | 955 |
|
|
2016
Q3 | $379K | Sell |
6,040
-400
| -6% | -$25.1K | ﹤0.01% | 1021 |
|
|
2016
Q2 | $457K | Buy |
6,440
+1,806
| +39% | +$128K | ﹤0.01% | 938 |
|
|
2016
Q1 | $335K | Hold |
4,634
| – | – | ﹤0.01% | 980 |
|
|
2015
Q4 | $292K | Buy |
4,634
+469
| +11% | +$29.6K | ﹤0.01% | 1029 |
|
|
2015
Q3 | $240K | Buy |
+4,165
| New | +$240K | ﹤0.01% | 1115 |
|