BerganKDV Wealth Management’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-366
| Closed | -$5.92K | – | 1022 |
|
|
2023
Q1 | $5.92K | Buy |
366
+314
| +604% | +$5.08K | ﹤0.01% | 669 |
|
|
2022
Q4 | $846 | Hold |
52
| – | – | ﹤0.01% | 897 |
|
|
2022
Q3 | $1K | Sell |
52
-500
| -91% | -$9.62K | ﹤0.01% | 914 |
|
|
2022
Q2 | $6K | Hold |
552
| – | – | ﹤0.01% | 675 |
|
|
2022
Q1 | $7K | Hold |
552
| – | – | ﹤0.01% | 673 |
|
|
2021
Q4 | $7K | Hold |
552
| – | – | ﹤0.01% | 730 |
|
|
2021
Q3 | $5K | Hold |
552
| – | – | ﹤0.01% | 754 |
|
|
2021
Q2 | $6K | Hold |
552
| – | – | ﹤0.01% | 685 |
|
|
2021
Q1 | $6K | Hold |
552
| – | – | ﹤0.01% | 646 |
|
|
2020
Q4 | $7K | Sell |
552
-1,500
| -73% | -$19K | ﹤0.01% | 616 |
|
|
2020
Q3 | $19K | Buy |
2,052
+552
| +37% | +$5.11K | ﹤0.01% | 433 |
|
|
2020
Q2 | $13K | Buy |
+1,500
| New | +$13K | ﹤0.01% | 504 |
|