EWM
Edge Wealth Management’s Pacific Gas and Electric Company 5 1/2% 1st Pfd. PCG.PRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-137
| Closed | -$3K | – | 661 |
|
|
2019
Q4 | $3K | Hold |
137
| – | – | ﹤0.01% | 518 |
|
|
2019
Q3 | $3K | Hold |
137
| – | – | ﹤0.01% | 509 |
|
|
2019
Q2 | $3K | Hold |
137
| – | – | ﹤0.01% | 509 |
|
|
2019
Q1 | $3K | Hold |
137
| – | – | ﹤0.01% | 497 |
|
|
2018
Q4 | $2K | Hold |
137
| – | – | ﹤0.01% | 525 |
|
|
2018
Q3 | $3K | Hold |
137
| – | – | ﹤0.01% | 531 |
|
|
2018
Q2 | $3K | Hold |
137
| – | – | ﹤0.01% | 514 |
|
|
2018
Q1 | $3K | Hold |
137
| – | – | ﹤0.01% | 490 |
|
|
2017
Q4 | $3K | Hold |
137
| – | – | ﹤0.01% | 467 |
|
|
2017
Q3 | $4K | Hold |
137
| – | – | ﹤0.01% | 452 |
|
|
2017
Q2 | $4K | Buy |
+137
| New | +$4K | ﹤0.01% | 437 |
|
|
2016
Q4 | – | Sell |
-137
| Closed | -$4K | – | 517 |
|
|
2016
Q3 | $4K | Hold |
137
| – | – | ﹤0.01% | 399 |
|
|
2016
Q2 | $4K | Hold |
137
| – | – | ﹤0.01% | 374 |
|
|
2016
Q1 | $4K | Hold |
137
| – | – | ﹤0.01% | 353 |
|
|
2015
Q4 | $4K | Hold |
137
| – | – | ﹤0.01% | 362 |
|
|
2015
Q3 | $4K | Hold |
137
| – | – | ﹤0.01% | 363 |
|
|
2015
Q2 | $4K | Hold |
137
| – | – | ﹤0.01% | 358 |
|
|
2015
Q1 | $4K | Hold |
137
| – | – | ﹤0.01% | 355 |
|
|
2014
Q4 | $4K | Hold |
137
| – | – | ﹤0.01% | 356 |
|
|
2014
Q3 | $4K | Hold |
137
| – | – | ﹤0.01% | 354 |
|
|
2014
Q2 | $4K | Hold |
137
| – | – | ﹤0.01% | 331 |
|
|
2014
Q1 | $4K | Buy |
+137
| New | +$4K | ﹤0.01% | 336 |
|