Edge Wealth Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $5K | Sell |
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|
2018
Q4 | $66K | Sell |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $967K | Sell |
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|
2018
Q1 | $1.2M | Sell |
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|
2017
Q4 | $5.01M | Buy |
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|
2017
Q3 | $23K | Hold |
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|
2017
Q2 | $22K | Sell |
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|
2017
Q1 | $34K | Hold |
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|
2016
Q4 | $32K | Buy |
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|
2016
Q3 | $21K | Hold |
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|
2016
Q2 | $22K | Hold |
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|
2016
Q1 | $20K | Hold |
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|
2015
Q4 | $18K | Sell |
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|
2015
Q3 | $197K | Buy |
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|
2015
Q2 | $99K | Hold |
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|
2015
Q1 | $106K | Sell |
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|
2014
Q4 | $438K | Hold |
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|
2014
Q3 | $369K | Sell |
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|
2014
Q2 | $412K | Sell |
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|
2014
Q1 | $8.55M | Buy |
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|
2013
Q4 | $33K | Hold |
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|
2013
Q3 | $33K | Hold |
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|
2013
Q2 | $37K | Buy |
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