Waverly Advisors’s AGL RESOURCES INC (HOLDING CO) GAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,074
| Closed | -$203K | – | 108 |
|
|
2016
Q2 | $203K | Hold |
3,074
| – | – | 0.09% | 79 |
|
|
2016
Q1 | $200K | Buy |
+3,074
| New | +$200K | 0.12% | 84 |
|
|
2015
Q4 | – | Sell |
-3,074
| Closed | -$188K | – | 466 |
|
|
2015
Q3 | $188K | Hold |
3,074
| – | – | 0.13% | 54 |
|
|
2015
Q2 | $143K | Hold |
3,074
| – | – | 0.09% | 61 |
|
|
2015
Q1 | $153K | Sell |
3,074
-3,000
| -49% | -$149K | 0.08% | 52 |
|
|
2014
Q4 | $331K | Buy |
+6,074
| New | +$331K | 0.17% | 43 |
|