WDA
WGL
Wendell David Associates’s Wgl Holdings WGL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-4,717
| Closed | -$419K | – | 157 |
|
2018
Q2 | $419K | Hold |
4,717
| – | – | 0.07% | 120 |
|
2018
Q1 | $395K | Hold |
4,717
| – | – | 0.07% | 124 |
|
2017
Q4 | $405K | Hold |
4,717
| – | – | 0.07% | 127 |
|
2017
Q3 | $397K | Buy |
4,717
+1,067
| +29% | +$89.8K | 0.07% | 127 |
|
2017
Q2 | $305K | Hold |
3,650
| – | – | 0.06% | 129 |
|
2017
Q1 | $301K | Hold |
3,650
| – | – | 0.06% | 130 |
|
2016
Q4 | $278K | Hold |
3,650
| – | – | 0.05% | 131 |
|
2016
Q3 | $229K | Hold |
3,650
| – | – | 0.05% | 136 |
|
2016
Q2 | $259K | Hold |
3,650
| – | – | 0.05% | 131 |
|
2016
Q1 | $263K | Hold |
3,650
| – | – | 0.05% | 134 |
|
2015
Q4 | $230K | Sell |
3,650
-500
| -12% | -$31.5K | 0.05% | 147 |
|
2015
Q3 | $241K | Hold |
4,150
| – | – | 0.05% | 139 |
|
2015
Q2 | $224K | Hold |
4,150
| – | – | 0.04% | 146 |
|
2015
Q1 | $232K | Hold |
4,150
| – | – | 0.04% | 144 |
|
2014
Q4 | $228K | Buy |
+4,150
| New | +$228K | 0.04% | 143 |
|