Avestar Capital’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,000
| Closed | -$22K | – | 644 |
|
2019
Q2 | $22K | Hold |
1,000
| – | – | 0.01% | 380 |
|
2019
Q1 | $17K | Sell |
1,000
-45
| -4% | -$765 | 0.01% | 397 |
|
2018
Q4 | $23K | Sell |
1,045
-52
| -5% | -$1.14K | 0.02% | 329 |
|
2018
Q3 | $49K | Buy |
1,097
+13
| +1% | +$581 | 0.03% | 275 |
|
2018
Q2 | $43K | Buy |
1,084
+10
| +0.9% | +$397 | 0.03% | 287 |
|
2018
Q1 | $45K | Buy |
1,074
+74
| +7% | +$3.1K | 0.03% | 265 |
|
2017
Q4 | $44K | Buy |
+1,000
| New | +$44K | 0.03% | 265 |
|