Financial Architects (New Jersey)’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$18K | – | 1255 |
|
|
2019
Q1 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 814 |
|
|
2016
Q3 | – | Sell |
-250
| Closed | -$16K | – | 1435 |
|
|
2016
Q2 | $16K | Hold |
250
| – | – | ﹤0.01% | 846 |
|
|
2016
Q1 | $15K | Buy |
+250
| New | +$15K | 0.01% | 633 |
|
|
2015
Q3 | – | Sell |
-264
| Closed | -$13K | – | 687 |
|
|
2015
Q2 | $13K | Hold |
264
| – | – | ﹤0.01% | 710 |
|
|
2015
Q1 | $14K | Hold |
264
| – | – | 0.01% | 646 |
|
|
2014
Q4 | $14K | Buy |
264
+14
| +6% | +$742 | 0.01% | 595 |
|
|
2014
Q3 | $11K | Hold |
250
| – | – | 0.01% | 580 |
|
|
2014
Q2 | $12K | Buy |
+250
| New | +$12K | 0.01% | 588 |
|
|
2013
Q4 | – | Sell |
-250
| Closed | -$10K | – | 440 |
|
|
2013
Q3 | $10K | Sell |
250
-75
| -23% | -$3K | 0.01% | 483 |
|
|
2013
Q2 | $14K | Buy |
+325
| New | +$14K | 0.01% | 421 |
|