Wealthspire Advisors (Maryland)’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 |
-3,667
| Closed | -$325K | – | 2626 |
|
|
2018
Q2 | $325K | Sell |
3,667
-595
| -14% | -$52.7K | 0.03% | 337 |
|
|
2018
Q1 | $356K | Buy |
4,262
+2
| +0% | +$167 | 0.03% | 320 |
|
|
2017
Q4 | $366K | Buy |
4,260
+1
| +0% | +$86 | 0.04% | 326 |
|
|
2017
Q3 | $359K | Buy |
4,259
+254
| +6% | +$21.4K | 0.04% | 318 |
|
|
2017
Q2 | $334K | Buy |
4,005
+3,944
| +6,466% | +$329K | 0.04% | 321 |
|
|
2017
Q1 | $5K | Sell |
61
-2,485
| -98% | -$204K | ﹤0.01% | 1543 |
|
|
2016
Q4 | $194K | Hold |
2,546
| – | – | 0.03% | 381 |
|
|
2016
Q3 | $160K | Hold |
2,546
| – | – | 0.02% | 447 |
|
|
2016
Q2 | $180K | Hold |
2,546
| – | – | 0.03% | 394 |
|
|
2016
Q1 | $184K | Hold |
2,546
| – | – | 0.03% | 382 |
|
|
2015
Q4 | $160K | Buy |
+2,546
| New | +$160K | 0.03% | 420 |
|