Lenox Wealth Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 776 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 741 |
|
|
2018
Q3 | – | Sell |
-12
| Closed | -$1K | – | 491 |
|
|
2018
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 526 |
|
|
2015
Q4 | – | Sell |
-191
| Closed | -$10K | – | 552 |
|
|
2015
Q3 | $10K | Hold |
191
| – | – | ﹤0.01% | 184 |
|
|
2015
Q2 | $9K | Hold |
191
| – | – | ﹤0.01% | 153 |
|
|
2015
Q1 | $10K | Hold |
191
| – | – | ﹤0.01% | 162 |
|
|
2014
Q4 | $10K | Sell |
191
-157
| -45% | -$8.22K | ﹤0.01% | 168 |
|
|
2014
Q3 | $16K | Hold |
348
| – | – | 0.01% | 144 |
|
|
2014
Q2 | $16K | Buy |
348
+191
| +122% | +$8.78K | 0.01% | 121 |
|
|
2014
Q1 | $7K | Sell |
157
-80
| -34% | -$3.57K | ﹤0.01% | 149 |
|
|
2013
Q4 | $10K | Buy |
237
+80
| +51% | +$3.38K | 0.01% | 171 |
|
|
2013
Q3 | $6K | Hold |
157
| – | – | 0.01% | 150 |
|
|
2013
Q2 | $7K | Buy |
+157
| New | +$7K | 0.01% | 149 |
|