Kaizen Advisory’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $33K | Buy |
1,402
+224
| +19% | +$5.27K | 0.02% | 412 |
|
|
2018
Q3 | $54K | Hold |
1,178
| – | – | 0.03% | 321 |
|
|
2018
Q2 | $50K | Buy |
1,178
+690
| +141% | +$29.3K | 0.03% | 335 |
|
|
2018
Q1 | $21K | Hold |
488
| – | – | 0.02% | 325 |
|
|
2017
Q4 | $22K | Buy |
+488
| New | +$22K | 0.01% | 312 |
|