Lake Point 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
2020
Q1
Sell
-551
Closed -$6K 438
2019
Q4
$6K Buy
+551
New +$6K ﹤0.01% 340
2019
Q2
$13K Hold
551
﹤0.01% 294
2019
Q1
$13K Buy
+551
New +$13K ﹤0.01% 294