First Foundation Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $9.72M | Hold |
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|
2021
Q1 | $11.2M | Buy |
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|
2020
Q4 | $11.7M | Buy |
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|
2020
Q3 | $909K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $207K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $200K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $293K | Buy |
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|
2017
Q2 | $284K | Buy |
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|
2017
Q1 | $283K | Buy |
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|
2016
Q4 | $258K | Buy |
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|
2016
Q3 | $258K | Buy |
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|
2016
Q2 | $269K | Hold |
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|
2016
Q1 | $251K | Sell |
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|
2015
Q4 | $240K | Sell |
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|
2015
Q3 | $271K | Sell |
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|
2015
Q2 | $284K | Sell |
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|
2015
Q1 | $377K | Buy |
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|
2014
Q4 | $224K | Buy |
|