BTR Capital Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,941
| Closed | -$268K | – | 155 |
|
|
2017
Q3 | $268K | Buy |
+3,941
| New | +$268K | 0.05% | 130 |
|
|
2015
Q1 | – | Sell |
-4,749
| Closed | -$253K | – | 160 |
|
|
2014
Q4 | $253K | Buy |
+4,749
| New | +$253K | 0.07% | 119 |
|
|
2013
Q3 | – | Sell |
-4,409
| Closed | -$202K | – | 142 |
|
|
2013
Q2 | $202K | Buy |
+4,409
| New | +$202K | 0.06% | 136 |
|