FDO Partners’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-12,217
| Closed | -$548K | – | 93 |
|
2017
Q4 | $548K | Buy |
+12,217
| New | +$548K | 0.47% | 93 |
|
2017
Q1 | – | Sell |
-12,239
| Closed | -$744K | – | 268 |
|
2016
Q4 | $744K | Buy |
+12,239
| New | +$744K | 0.3% | 131 |
|
2016
Q1 | – | Sell |
-7,950
| Closed | -$423K | – | 309 |
|
2015
Q4 | $423K | Buy |
+7,950
| New | +$423K | 0.24% | 166 |
|