LGWM
Litman Gregory Wealth Management’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,162
| Closed | -$14K | – | 152 |
|
|
2021
Q1 | $14K | Hold |
1,162
| – | – | ﹤0.01% | 146 |
|
|
2020
Q4 | $14K | Hold |
1,162
| – | – | ﹤0.01% | 146 |
|
|
2020
Q3 | $11K | Hold |
1,162
| – | – | ﹤0.01% | 143 |
|
|
2020
Q2 | $10K | Hold |
1,162
| – | – | ﹤0.01% | 134 |
|
|
2020
Q1 | $10K | Hold |
1,162
| – | – | ﹤0.01% | 121 |
|
|
2019
Q4 | $13K | Hold |
1,162
| – | – | ﹤0.01% | 140 |
|
|
2019
Q3 | $12K | Hold |
1,162
| – | – | ﹤0.01% | 133 |
|
|
2019
Q2 | $27K | Hold |
1,162
| – | – | 0.01% | 121 |
|
|
2019
Q1 | $21K | Sell |
1,162
-200
| -15% | -$3.61K | 0.01% | 89 |
|
|
2018
Q4 | $32K | Buy |
+1,362
| New | +$32K | 0.01% | 83 |
|