Crewe Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,041
| Closed | -$70.6K | – | 920 |
|
|
2024
Q2 | $70.6K | Buy |
4,041
+2,863
| +243% | +$50K | 0.01% | 316 |
|
|
2024
Q1 | $19.7K | Buy |
+1,178
| New | +$19.7K | ﹤0.01% | 497 |
|
|
2023
Q3 | – | Sell |
-885
| Closed | -$15.3K | – | 833 |
|
|
2023
Q2 | $15.3K | Buy |
+885
| New | +$15.3K | ﹤0.01% | 365 |
|
|
2022
Q4 | – | Sell |
-440
| Closed | -$6K | – | 1193 |
|
|
2022
Q3 | $6K | Buy |
440
+140
| +47% | +$1.91K | ﹤0.01% | 809 |
|
|
2022
Q2 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 912 |
|
|
2018
Q1 | – | Sell |
-172
| Closed | -$8K | – | 283 |
|
|
2017
Q4 | $8K | Buy |
+172
| New | +$8K | 0.01% | 224 |
|