Baystate Wealth Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $523 | Hold |
29
| – | – | ﹤0.01% | 1201 |
|
|
2023
Q3 | $468 | Buy |
+29
| New | +$468 | ﹤0.01% | 942 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 984 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 995 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$2K | – | 673 |
|
|
2019
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 516 |
|
|
2017
Q3 | – | Sell |
-20
| Closed | -$1K | – | 683 |
|
|
2017
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 609 |
|
|
2017
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 574 |
|