Disciplined 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
Q3 | – | Sell |
-138
| Closed | -$2.39K | – | 1138 |
|
|
2023
Q2 | $2.39K | Sell |
138
-2
| -1% | -$35 | ﹤0.01% | 599 |
|
|
2023
Q1 | $2.26K | Sell |
140
-5
| -3% | -$81 | ﹤0.01% | 621 |
|
|
2022
Q4 | $2.36K | Sell |
145
-5
| -3% | -$81 | ﹤0.01% | 573 |
|
|
2022
Q3 | $2K | Buy |
150
+46
| +44% | +$613 | ﹤0.01% | 698 |
|
|
2022
Q2 | $1K | Sell |
104
-15
| -13% | -$144 | ﹤0.01% | 1058 |
|
|
2022
Q1 | $1K | Buy |
+119
| New | +$1K | ﹤0.01% | 1118 |
|