Heritage Wealth Management (Arizona)’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.55K | Buy |
526
+376
| +251% | +$6.11K | ﹤0.01% | 796 |
|
|
2022
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 893 |
|
|
2022
Q2 | $1.5K | Hold |
150
| – | – | ﹤0.01% | 905 |
|
|
2022
Q1 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 904 |
|
|
2021
Q3 | $1K | Hold |
150
| – | – | ﹤0.01% | 863 |
|
|
2021
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 837 |
|
|
2021
Q1 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 701 |
|