Dumont & Blake Investment Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,105
| Closed | -$121K | – | 171 |
|
|
2018
Q4 | $121K | Sell |
5,105
-9,482
| -65% | -$225K | 0.06% | 155 |
|
|
2018
Q3 | $671K | Buy |
14,587
+960
| +7% | +$44.2K | 0.26% | 117 |
|
|
2018
Q2 | $580K | Hold |
13,627
| – | – | 0.24% | 119 |
|
|
2018
Q1 | $599K | Buy |
13,627
+175
| +1% | +$7.69K | 0.26% | 113 |
|
|
2017
Q4 | $603K | Buy |
+13,452
| New | +$603K | 0.24% | 120 |
|