JNBA Financial Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-200
| Closed | -$5K | – | 560 |
|
|
2018
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 434 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$9K | – | 643 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 407 |
|
|
2018
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 387 |
|
|
2017
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 379 |
|
|
2017
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 334 |
|
|
2017
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 335 |
|
|
2017
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 338 |
|
|
2016
Q4 | $12K | Sell |
200
-49
| -20% | -$2.94K | ﹤0.01% | 349 |
|
|
2016
Q3 | $15K | Buy |
249
+49
| +25% | +$2.95K | ﹤0.01% | 907 |
|
|
2016
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 330 |
|
|
2016
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 338 |
|
|
2015
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 339 |
|