IMS Capital Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,350
| Closed | -$62K | – | 288 |
|
|
2018
Q3 | $62K | Buy |
1,350
+350
| +35% | +$16.1K | 0.04% | 183 |
|
|
2018
Q2 | $43K | Buy |
+1,000
| New | +$43K | 0.03% | 165 |
|
|
2014
Q1 | – | Sell |
-14,500
| Closed | -$584K | – | 173 |
|
|
2013
Q4 | $584K | Buy |
+14,500
| New | +$584K | 0.73% | 59 |
|