Icon Wealth Partners’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 |
-5
| Closed | – | – | 598 |
|
|
2019
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 902 |
|
|
2018
Q3 | – | Sell |
-324
| Closed | -$14K | – | 597 |
|
|
2018
Q2 | $14K | Buy |
+324
| New | +$14K | 0.01% | 650 |
|
|
2018
Q1 | – | Sell |
-1,006
| Closed | -$45K | – | 598 |
|
|
2017
Q4 | $45K | Buy |
+1,006
| New | +$45K | 0.02% | 444 |
|