Financial Gravity Asset Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-92
| Closed | -$1.54K | – | 2208 |
|
|
2024
Q1 | $1.54K | Buy |
+92
| New | +$1.54K | ﹤0.01% | 1164 |
|
|
2023
Q3 | – | Sell |
-17
| Closed | -$302 | – | 1618 |
|
|
2023
Q2 | $302 | Buy |
+17
| New | +$302 | ﹤0.01% | 1070 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$124 | – | 1505 |
|
|
2022
Q4 | $124 | Buy |
+16
| New | +$124 | ﹤0.01% | 1073 |
|
|
2020
Q2 | – | Sell |
-27
| Closed | -$247 | – | 636 |
|
|
2020
Q1 | $247 | Sell |
27
-23
| -46% | -$210 | ﹤0.01% | 678 |
|
|
2019
Q4 | $11K | Hold |
50
| – | – | 0.01% | 1179 |
|
|
2019
Q3 | $1K | Buy |
50
+28
| +127% | +$560 | ﹤0.01% | 1083 |
|
|
2019
Q2 | $1K | Sell |
22
-23
| -51% | -$1.05K | ﹤0.01% | 1108 |
|
|
2019
Q1 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1159 |
|
|
2018
Q3 | $7K | Buy |
147
+3
| +2% | +$143 | 0.01% | 658 |
|
|
2018
Q2 | $6K | Buy |
144
+27
| +23% | +$1.13K | 0.01% | 701 |
|
|
2018
Q1 | $5K | Buy |
+117
| New | +$5K | 0.01% | 741 |
|