WFG Advisors’s Wgl Holdings WGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-772
| Closed | -$49K | – | 1747 |
|
|
2015
Q4 | $49K | Hold |
772
| – | – | 0.01% | 670 |
|
|
2015
Q3 | $45K | Sell |
772
-29
| -4% | -$1.69K | 0.01% | 682 |
|
|
2015
Q2 | $43K | Hold |
801
| – | – | 0.01% | 769 |
|
|
2015
Q1 | $45K | Sell |
801
-638
| -44% | -$35.8K | 0.01% | 759 |
|
|
2014
Q4 | $79K | Hold |
1,439
| – | – | 0.02% | 716 |
|
|
2014
Q3 | $61K | Sell |
1,439
-25
| -2% | -$1.06K | 0.01% | 857 |
|
|
2014
Q2 | $63K | Sell |
1,464
-65
| -4% | -$2.8K | 0.01% | 829 |
|
|
2014
Q1 | $61K | Buy |
1,529
+1,359
| +799% | +$54.2K | 0.01% | 834 |
|
|
2013
Q4 | $7K | Hold |
170
| – | – | ﹤0.01% | 1687 |
|
|
2013
Q3 | $7K | Hold |
170
| – | – | ﹤0.01% | 1654 |
|
|
2013
Q2 | $7K | Buy |
+170
| New | +$7K | ﹤0.01% | 1584 |
|