Annapolis Financial Services’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13.9K | Buy |
704
+51
| +8% | +$1.01K | ﹤0.01% | 258 |
|
|
2024
Q2 | $11.4K | Hold |
653
| – | – | ﹤0.01% | 267 |
|
|
2024
Q1 | $10.9K | Hold |
653
| – | – | ﹤0.01% | 270 |
|
|
2023
Q4 | $11.8K | Hold |
653
| – | – | ﹤0.01% | 333 |
|
|
2023
Q3 | $10.5K | Hold |
653
| – | – | ﹤0.01% | 337 |
|
|
2023
Q2 | $11.3K | Hold |
653
| – | – | ﹤0.01% | 329 |
|
|
2023
Q1 | $10.6K | Hold |
653
| – | – | ﹤0.01% | 313 |
|
|
2022
Q4 | $10.6K | Hold |
653
| – | – | ﹤0.01% | 305 |
|
|
2022
Q3 | $8K | Buy |
+653
| New | +$8K | ﹤0.01% | 358 |
|
|
2021
Q2 | – | Sell |
-450
| Closed | -$5K | – | 454 |
|
|
2021
Q1 | $5K | Hold |
450
| – | – | ﹤0.01% | 300 |
|
|
2020
Q4 | $6K | Buy |
+450
| New | +$6K | ﹤0.01% | 288 |
|