West Oak Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-350
| Closed | -$16.3K | – | 326 |
|
|
2015
Q2 | $16.3K | Hold |
350
| – | – | 0.01% | 196 |
|
|
2015
Q1 | $17.4K | Hold |
350
| – | – | 0.01% | 198 |
|
|
2014
Q4 | $19.1K | Sell |
350
-150
| -30% | -$8.18K | 0.01% | 205 |
|
|
2014
Q3 | $25.7K | Hold |
500
| – | – | 0.02% | 171 |
|
|
2014
Q2 | $27.5K | Sell |
500
-200
| -29% | -$11K | 0.02% | 171 |
|
|
2014
Q1 | $34.3K | Hold |
700
| – | – | 0.03% | 159 |
|
|
2013
Q4 | $33.1K | Hold |
700
| – | – | 0.02% | 165 |
|
|
2013
Q3 | $32.2K | Hold |
700
| – | – | 0.03% | 159 |
|
|
2013
Q2 | $30K | Buy |
+700
| New | +$30K | 0.03% | 157 |
|