Diligent Investors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,632
| Closed | -$109K | – | 225 |
|
|
2020
Q3 | $109K | Buy |
+11,632
| New | +$109K | 0.05% | 206 |
|
|
2019
Q1 | – | Sell |
-10,330
| Closed | -$245K | – | 203 |
|
|
2018
Q4 | $245K | Hold |
10,330
| – | – | 0.16% | 145 |
|
|
2018
Q3 | $475K | Buy |
10,330
+20
| +0.2% | +$920 | 0.26% | 99 |
|
|
2018
Q2 | $439K | Sell |
10,310
-95
| -0.9% | -$4.05K | 0.27% | 100 |
|
|
2018
Q1 | $457K | Buy |
10,405
+420
| +4% | +$18.4K | 0.28% | 102 |
|
|
2017
Q4 | $448K | Buy |
+9,985
| New | +$448K | 0.29% | 101 |
|