Institute for Wealth Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,649
| Closed | -$374K | – | 351 |
|
|
2017
Q2 | $374K | Buy |
+5,649
| New | +$374K | 0.1% | 272 |
|
|
2014
Q4 | – | Sell |
-107
| Closed | -$5K | – | 46 |
|
|
2014
Q3 | $5K | Hold |
107
| – | – | ﹤0.01% | 56 |
|
|
2014
Q2 | $5K | Hold |
107
| – | – | ﹤0.01% | 57 |
|
|
2014
Q1 | $5K | Hold |
107
| – | – | ﹤0.01% | 67 |
|
|
2013
Q4 | $4K | Hold |
107
| – | – | ﹤0.01% | 69 |
|
|
2013
Q3 | $4K | Hold |
107
| – | – | ﹤0.01% | 61 |
|
|
2013
Q2 | $5K | Buy |
+107
| New | +$5K | ﹤0.01% | 95 |
|