CA
CapWealth Advisors’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-50
| Closed | -$3K | – | 310 |
|
|
2015
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 280 |
|
|
2014
Q3 | – | Sell |
-131
| Closed | -$6K | – | 387 |
|
|
2014
Q2 | $6K | Hold |
131
| – | – | ﹤0.01% | 286 |
|
|
2014
Q1 | $6K | Hold |
131
| – | – | ﹤0.01% | 293 |
|
|
2013
Q4 | $5K | Hold |
131
| – | – | ﹤0.01% | 307 |
|
|
2013
Q3 | $5K | Hold |
131
| – | – | ﹤0.01% | 365 |
|
|
2013
Q2 | $6K | Buy |
+131
| New | +$6K | ﹤0.01% | 328 |
|