FI
FormulaFolio Investments’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-14,230
| Closed | -$638K | – | 294 |
|
|
2017
Q4 | $638K | Buy |
14,230
+5,455
| +62% | +$245K | 0.04% | 148 |
|
|
2017
Q3 | $597K | Buy |
8,775
+291
| +3% | +$19.8K | 0.05% | 114 |
|
|
2017
Q2 | $563K | Sell |
8,484
-507
| -6% | -$33.6K | 0.05% | 116 |
|
|
2017
Q1 | $597K | Buy |
+8,991
| New | +$597K | 0.07% | 99 |
|