IHT Wealth Management’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,223
| Closed | -$262K | – | 1171 |
|
|
2024
Q3 | $262K | Buy |
+13,223
| New | +$262K | 0.01% | 966 |
|
|
2024
Q1 | – | Sell |
-10,506
| Closed | -$189K | – | 1053 |
|
|
2023
Q4 | $189K | Buy |
+10,506
| New | +$189K | 0.01% | 916 |
|
|
2018
Q2 | – | Sell |
-905
| Closed | -$39K | – | 1074 |
|
|
2018
Q1 | $39K | Hold |
905
| – | – | 0.01% | 758 |
|
|
2017
Q4 | $41K | Sell |
905
-17
| -2% | -$770 | 0.01% | 754 |
|
|
2017
Q3 | $63K | Sell |
922
-23
| -2% | -$1.57K | 0.03% | 459 |
|
|
2017
Q2 | $11 | Sell |
945
-1,619
| -63% | -$19 | 0.01% | 953 |
|
|
2017
Q1 | $173K | Sell |
2,564
-542
| -17% | -$36.6K | 0.12% | 200 |
|
|
2016
Q4 | $188K | Buy |
+3,106
| New | +$188K | 0.14% | 171 |
|