BAM
Bruderman Asset Management’s PG&E PCG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-300
| Closed | -$20K | – | 263 |
|
2017
Q2 | $20K | Buy |
+300
| New | +$20K | 0.01% | 271 |
|
2017
Q1 | – | Sell |
-300
| Closed | -$18K | – | 260 |
|
2016
Q4 | $18K | Hold |
300
| – | – | 0.01% | 282 |
|
2016
Q3 | $18K | Hold |
300
| – | – | 0.01% | 288 |
|
2016
Q2 | $19K | Hold |
300
| – | – | 0.01% | 270 |
|
2016
Q1 | $18K | Hold |
300
| – | – | 0.01% | 279 |
|
2015
Q4 | $16K | Hold |
300
| – | – | 0.01% | 299 |
|
2015
Q3 | $16K | Hold |
300
| – | – | 0.01% | 299 |
|
2015
Q2 | $15K | Hold |
300
| – | – | 0.01% | 317 |
|
2015
Q1 | $16K | Buy |
+300
| New | +$16K | 0.01% | 306 |
|