Wealthspire Advisors (Maryland)’s ONE Gas OGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-235
| Closed | -$21K | – | 1543 |
|
|
2019
Q1 | $21K | Sell |
235
-97
| -29% | -$8.67K | ﹤0.01% | 1257 |
|
|
2018
Q4 | $26K | Buy |
332
+20
| +6% | +$1.57K | ﹤0.01% | 1109 |
|
|
2018
Q3 | $26K | Hold |
312
| – | – | ﹤0.01% | 1204 |
|
|
2018
Q2 | $23K | Hold |
312
| – | – | ﹤0.01% | 1259 |
|
|
2018
Q1 | $21K | Sell |
312
-151
| -33% | -$10.2K | ﹤0.01% | 1283 |
|
|
2017
Q4 | $34K | Buy |
463
+34
| +8% | +$2.5K | ﹤0.01% | 1153 |
|
|
2017
Q3 | $32K | Sell |
429
-67
| -14% | -$5K | ﹤0.01% | 1129 |
|
|
2017
Q2 | $35K | Buy |
496
+131
| +36% | +$9.24K | ﹤0.01% | 1074 |
|
|
2017
Q1 | $25K | Buy |
365
+4
| +1% | +$274 | ﹤0.01% | 1012 |
|
|
2016
Q4 | $23K | Buy |
361
+100
| +38% | +$6.37K | ﹤0.01% | 980 |
|
|
2016
Q3 | $16K | Sell |
261
-2
| -0.8% | -$123 | ﹤0.01% | 1124 |
|
|
2016
Q2 | $18K | Hold |
263
| – | – | ﹤0.01% | 1033 |
|
|
2016
Q1 | $16K | Sell |
263
-21
| -7% | -$1.28K | ﹤0.01% | 1044 |
|
|
2015
Q4 | $14K | Buy |
+284
| New | +$14K | ﹤0.01% | 1096 |
|