Independent Advisor Alliance’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,563
| Closed | -$252K | – | 354 |
|
|
2017
Q4 | $252K | Sell |
5,563
-53
| -0.9% | -$2.4K | 0.06% | 266 |
|
|
2017
Q3 | $386K | Buy |
5,616
+91
| +2% | +$6.26K | 0.11% | 174 |
|
|
2017
Q2 | $359K | Sell |
5,525
-187
| -3% | -$12.2K | 0.11% | 174 |
|
|
2017
Q1 | $385K | Buy |
5,712
+161
| +3% | +$10.9K | 0.06% | 260 |
|
|
2016
Q4 | $341K | Buy |
+5,551
| New | +$341K | 0.15% | 134 |
|