LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-196
| Closed | -$2K | – | 886 |
|
|
2021
Q2 | $2K | Buy |
+196
| New | +$2K | ﹤0.01% | 877 |
|
|
2021
Q1 | – | Sell |
-108
| Closed | -$1K | – | 585 |
|
|
2020
Q4 | $1K | Buy |
+108
| New | +$1K | ﹤0.01% | 760 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$9K | – | 781 |
|
|
2017
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 578 |
|
|
2017
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 537 |
|
|
2017
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 525 |
|
|
2017
Q1 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 532 |
|