Berman Capital Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $56K | Buy |
5,912
+4,552
| +335% | +$43.1K | 0.01% | 632 |
|
|
2021
Q2 | $13K | Sell |
1,360
-568
| -29% | -$5.43K | ﹤0.01% | 1060 |
|
|
2021
Q1 | $22K | Buy |
1,928
+923
| +92% | +$10.5K | ﹤0.01% | 753 |
|
|
2020
Q4 | $12K | Buy |
1,005
+473
| +89% | +$5.65K | ﹤0.01% | 852 |
|
|
2020
Q3 | $4K | Buy |
532
+374
| +237% | +$2.81K | ﹤0.01% | 1126 |
|
|
2020
Q2 | $1K | Hold |
158
| – | – | ﹤0.01% | 1478 |
|
|
2020
Q1 | $1K | Buy |
158
+117
| +285% | +$741 | ﹤0.01% | 1345 |
|
|
2019
Q4 | $0 | Hold |
41
| – | – | ﹤0.01% | 1529 |
|
|
2019
Q3 | $0 | Sell |
41
-524
| -93% | – | ﹤0.01% | 1550 |
|
|
2019
Q2 | $12K | Buy |
565
+524
| +1,278% | +$11.1K | ﹤0.01% | 671 |
|
|
2019
Q1 | $0 | Sell |
41
-555
| -93% | – | ﹤0.01% | 1450 |
|
|
2018
Q4 | $13K | Buy |
+596
| New | +$13K | 0.01% | 466 |
|