B. Riley Wealth Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,702
| Closed | -$320K | – | 1594 |
|
|
2022
Q4 | $320K | Buy |
19,702
+1,344
| +7% | +$21.9K | 0.01% | 1018 |
|
|
2022
Q3 | $230K | Buy |
+18,358
| New | +$230K | 0.01% | 1162 |
|
|
2015
Q1 | – | Sell |
-1,475
| Closed | -$79 | – | 1559 |
|
|
2014
Q4 | $79 | Buy |
+1,475
| New | +$79 | ﹤0.01% | 1845 |
|
|
2014
Q3 | – | Sell |
-1,475
| Closed | -$70.8K | – | 1519 |
|
|
2014
Q2 | $70.8K | Buy |
+1,475
| New | +$70.8K | 0.02% | 871 |
|