LWM
LBA Wealth Management’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $11K | Hold |
170
| – | – | 0.01% | 318 |
|
|
2016
Q4 | $10K | Hold |
170
| – | – | 0.01% | 329 |
|
|
2016
Q3 | $10K | Hold |
170
| – | – | 0.01% | 327 |
|
|
2016
Q2 | $11K | Buy |
170
+100
| +143% | +$6.47K | 0.01% | 307 |
|
|
2016
Q1 | $4K | Sell |
70
-75
| -52% | -$4.29K | ﹤0.01% | 364 |
|
|
2015
Q4 | $8K | Hold |
145
| – | – | ﹤0.01% | 309 |
|
|
2015
Q3 | $8K | Hold |
145
| – | – | 0.01% | 266 |
|
|
2015
Q2 | $7K | Hold |
145
| – | – | ﹤0.01% | 261 |
|
|
2015
Q1 | $8K | Buy |
+145
| New | +$8K | 0.01% | 245 |
|