CWM
Cedar Wealth Management’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,140
| Closed | -$467K | – | 173 |
|
|
2018
Q3 | $467K | Buy |
10,140
+4,885
| +93% | +$225K | 0.25% | 32 |
|
|
2018
Q2 | $224K | Hold |
5,255
| – | – | 0.13% | 43 |
|
|
2018
Q1 | $231K | Buy |
5,255
+483
| +10% | +$21.2K | 0.14% | 45 |
|
|
2017
Q4 | $214K | Buy |
+4,772
| New | +$214K | 0.13% | 43 |
|