Edge Wealth Management’s Pacific Gas and Electric Company 6% 1st Pfd. PCG.PRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-225
| Closed | -$6K | – | 660 |
|
|
2019
Q4 | $6K | Hold |
225
| – | – | ﹤0.01% | 472 |
|
|
2019
Q3 | $6K | Hold |
225
| – | – | ﹤0.01% | 462 |
|
|
2019
Q2 | $6K | Buy |
+225
| New | +$6K | ﹤0.01% | 462 |
|
|
2019
Q1 | – | Sell |
-225
| Closed | -$4K | – | 581 |
|
|
2018
Q4 | $4K | Hold |
225
| – | – | ﹤0.01% | 490 |
|
|
2018
Q3 | $6K | Hold |
225
| – | – | ﹤0.01% | 481 |
|
|
2018
Q2 | $6K | Hold |
225
| – | – | ﹤0.01% | 472 |
|
|
2018
Q1 | $6K | Hold |
225
| – | – | ﹤0.01% | 431 |
|
|
2017
Q4 | $6K | Hold |
225
| – | – | ﹤0.01% | 428 |
|
|
2017
Q3 | $7K | Hold |
225
| – | – | ﹤0.01% | 412 |
|
|
2017
Q2 | $7K | Buy |
+225
| New | +$7K | ﹤0.01% | 398 |
|
|
2016
Q4 | – | Sell |
-225
| Closed | -$7K | – | 516 |
|
|
2016
Q3 | $7K | Hold |
225
| – | – | ﹤0.01% | 365 |
|
|
2016
Q2 | $7K | Hold |
225
| – | – | ﹤0.01% | 341 |
|
|
2016
Q1 | $7K | Hold |
225
| – | – | ﹤0.01% | 317 |
|
|
2015
Q4 | $7K | Hold |
225
| – | – | ﹤0.01% | 324 |
|
|
2015
Q3 | $6K | Hold |
225
| – | – | ﹤0.01% | 335 |
|
|
2015
Q2 | $7K | Buy |
+225
| New | +$7K | ﹤0.01% | 322 |
|