Evoke Wealth’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-560
| Closed | -$7K | – | 907 |
|
|
2022
Q3 | $7K | Hold |
560
| – | – | ﹤0.01% | 828 |
|
|
2022
Q2 | $6K | Sell |
560
-11
| -2% | -$118 | ﹤0.01% | 857 |
|
|
2022
Q1 | $7K | Sell |
571
-27
| -5% | -$331 | ﹤0.01% | 841 |
|
|
2021
Q4 | $7K | Hold |
598
| – | – | ﹤0.01% | 844 |
|
|
2021
Q3 | $5K | Sell |
598
-144
| -19% | -$1.2K | ﹤0.01% | 858 |
|
|
2021
Q2 | $8K | Sell |
742
-290
| -28% | -$3.13K | ﹤0.01% | 783 |
|
|
2021
Q1 | $12K | Buy |
1,032
+103
| +11% | +$1.2K | ﹤0.01% | 663 |
|
|
2020
Q4 | $12K | Hold |
929
| – | – | ﹤0.01% | 562 |
|
|
2020
Q3 | $9K | Buy |
929
+394
| +74% | +$3.82K | ﹤0.01% | 582 |
|
|
2020
Q2 | $5K | Buy |
535
+169
| +46% | +$1.58K | ﹤0.01% | 677 |
|
|
2020
Q1 | $3.29K | Hold |
366
| – | – | ﹤0.01% | 710 |
|
|
2019
Q4 | $3.98K | Sell |
366
-900
| -71% | -$9.78K | ﹤0.01% | 960 |
|
|
2019
Q3 | $12.7K | Buy |
+1,266
| New | +$12.7K | ﹤0.01% | 776 |
|