Atwood & Palmer’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,000
| Closed | -$12K | – | 442 |
|
2021
Q1 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 340 |
|
2015
Q1 | – | Sell |
-134
| Closed | -$8K | – | 340 |
|
2014
Q4 | $8K | Hold |
134
| – | – | ﹤0.01% | 316 |
|
2014
Q3 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 338 |
|