Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,394
| Closed | -$33K | – | 826 |
|
|
2021
Q3 | $33K | Buy |
3,394
+2,550
| +302% | +$24.8K | 0.01% | 514 |
|
|
2021
Q2 | $9K | Sell |
844
-37
| -4% | -$395 | ﹤0.01% | 684 |
|
|
2021
Q1 | $10K | Hold |
881
| – | – | ﹤0.01% | 601 |
|
|
2020
Q4 | $10K | Buy |
881
+37
| +4% | +$420 | ﹤0.01% | 594 |
|
|
2020
Q3 | $8K | Sell |
844
-156
| -16% | -$1.48K | ﹤0.01% | 558 |
|
|
2020
Q2 | $9K | Buy |
1,000
+256
| +34% | +$2.3K | 0.01% | 517 |
|
|
2020
Q1 | $7K | Hold |
744
| – | – | 0.01% | 521 |
|
|
2019
Q4 | $8K | Hold |
744
| – | – | 0.01% | 593 |
|
|
2019
Q3 | $7K | Sell |
744
-1,278
| -63% | -$12K | 0.01% | 593 |
|
|
2019
Q2 | $46K | Buy |
2,022
+1,806
| +836% | +$41.1K | 0.04% | 258 |
|
|
2019
Q1 | $3K | Sell |
216
-182
| -46% | -$2.53K | ﹤0.01% | 600 |
|
|
2018
Q4 | $9K | Buy |
+398
| New | +$9K | 0.01% | 451 |
|