DFPG Investments’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.15M | Buy |
64,255
+1,267
| +2% | +$22.8K | 0.09% | 209 |
|
|
2023
Q3 | $1.04M | Sell |
62,988
-8,784
| -12% | -$145K | 0.1% | 204 |
|
|
2023
Q2 | $1.27M | Buy |
71,772
+5,711
| +9% | +$101K | 0.11% | 183 |
|
|
2023
Q1 | $1.07M | Buy |
66,061
+5,219
| +9% | +$84.4K | 0.11% | 187 |
|
|
2022
Q4 | $959K | Buy |
60,842
+49,728
| +447% | +$784K | 0.16% | 149 |
|
|
2022
Q3 | $161K | Buy |
11,114
+674
| +6% | +$9.76K | 0.07% | 169 |
|
|
2022
Q2 | $108K | Sell |
10,440
-458
| -4% | -$4.74K | 0.05% | 154 |
|
|
2022
Q1 | $133K | Buy |
+10,898
| New | +$133K | 0.05% | 162 |
|
|
2020
Q4 | – | Sell |
-15,069
| Closed | -$155K | – | 182 |
|
|
2020
Q3 | $155K | Buy |
15,069
+5,690
| +61% | +$58.5K | 0.08% | 163 |
|
|
2020
Q2 | $84K | Buy |
+9,379
| New | +$84K | 0.05% | 165 |
|