Kelly Financial Services’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-32
| Closed | -$559 | – | 568 |
|
|
2024
Q2 | $559 | Hold |
32
| – | – | ﹤0.01% | 699 |
|
|
2024
Q1 | $536 | Hold |
32
| – | – | ﹤0.01% | 704 |
|
|
2023
Q4 | $577 | Hold |
32
| – | – | ﹤0.01% | 688 |
|
|
2023
Q3 | $516 | Hold |
32
| – | – | ﹤0.01% | 679 |
|
|
2023
Q2 | $553 | Hold |
32
| – | – | ﹤0.01% | 648 |
|
|
2023
Q1 | $517 | Hold |
32
| – | – | ﹤0.01% | 631 |
|
|
2022
Q4 | $520 | Hold |
32
| – | – | ﹤0.01% | 603 |
|
|
2022
Q3 | $400 | Hold |
32
| – | – | ﹤0.01% | 627 |
|
|
2022
Q2 | $319 | Hold |
32
| – | – | ﹤0.01% | 625 |
|
|
2022
Q1 | $382 | Hold |
32
| – | – | ﹤0.01% | 625 |
|
|
2021
Q4 | $388 | Hold |
32
| – | – | ﹤0.01% | 634 |
|
|
2021
Q3 | $307 | Sell |
32
-293
| -90% | -$2.81K | ﹤0.01% | 617 |
|
|
2021
Q2 | $32K | Buy |
325
+293
| +916% | +$28.8K | ﹤0.01% | 508 |
|
|
2021
Q1 | $375 | Hold |
32
| – | – | ﹤0.01% | 594 |
|
|
2020
Q4 | $399 | Hold |
32
| – | – | ﹤0.01% | 552 |
|
|
2020
Q3 | $300 | Hold |
32
| – | – | ﹤0.01% | 534 |
|
|
2020
Q2 | $284 | Hold |
32
| – | – | ﹤0.01% | 553 |
|
|
2020
Q1 | $288 | Hold |
32
| – | – | ﹤0.01% | 524 |
|
|
2019
Q4 | $348 | Hold |
32
| – | – | ﹤0.01% | 513 |
|
|
2019
Q3 | $320 | Hold |
32
| – | – | ﹤0.01% | 501 |
|
|
2019
Q2 | $733 | Hold |
32
| – | – | ﹤0.01% | 434 |
|
|
2019
Q1 | $570 | Buy |
+32
| New | +$570 | ﹤0.01% | 438 |
|