EWM
Elite Wealth Management’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-507
| Closed | -$70K | – | 59 |
|
|
2020
Q4 | $70K | Sell |
507
-10,122
| -95% | -$1.4M | 0.01% | 52 |
|
|
2020
Q3 | $100K | Buy |
+10,629
| New | +$100K | 0.01% | 42 |
|
|
2016
Q3 | $4K | Buy |
+69
| New | +$4K | 0.01% | 152 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 372 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 504 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 432 |
|