DC Investments Management’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 |
-58,608
| Closed | -$1.02M | – | 90 |
|
|
2024
Q2 | $1.02M | Hold |
58,608
| – | – | 0.86% | 31 |
|
|
2024
Q1 | $982K | Buy |
+58,608
| New | +$982K | 0.8% | 38 |
|
|
2018
Q2 | – | Sell |
-14,993
| Closed | -$659K | – | 374 |
|
|
2018
Q1 | $659K | Sell |
14,993
-2,063
| -12% | -$90.7K | 0.44% | 78 |
|
|
2017
Q4 | $765K | Buy |
+17,056
| New | +$765K | 0.32% | 80 |
|