MIAN
Mariner Independent Advisor Network’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $653K | Buy |
52,276
+289
| +0.6% | +$3.61K | 0.03% | 434 |
|
|
2022
Q2 | $522K | Sell |
51,987
-1,202
| -2% | -$12.1K | 0.02% | 466 |
|
|
2022
Q1 | $633K | Buy |
53,189
+951
| +2% | +$11.3K | 0.02% | 418 |
|
|
2021
Q4 | $636K | Sell |
52,238
-4,512
| -8% | -$54.9K | 0.03% | 378 |
|
|
2021
Q3 | $547K | Sell |
56,750
-957
| -2% | -$9.22K | 0.03% | 390 |
|
|
2021
Q2 | $587K | Buy |
57,707
+17,305
| +43% | +$176K | 0.03% | 406 |
|
|
2021
Q1 | $473K | Sell |
40,402
-2,657
| -6% | -$31.1K | 0.02% | 370 |
|
|
2020
Q4 | $537K | Buy |
+43,059
| New | +$537K | 0.03% | 344 |
|
|
2018
Q2 | – | Sell |
-18,925
| Closed | -$831K | – | 268 |
|
|
2018
Q1 | $831K | Sell |
18,925
-4,733
| -20% | -$208K | 0.05% | 239 |
|
|
2017
Q4 | $1.05M | Buy |
+23,658
| New | +$1.05M | 0.11% | 174 |
|
|
2017
Q3 | – | Sell |
-31,828
| Closed | -$2.11M | – | 187 |
|
|
2017
Q2 | $2.11M | Buy |
+31,828
| New | +$2.11M | 0.3% | 91 |
|
|
2016
Q3 | – | Sell |
-32,313
| Closed | -$2.07M | – | 185 |
|
|
2016
Q2 | $2.07M | Buy |
+32,313
| New | +$2.07M | 0.39% | 66 |
|
|
2015
Q1 | – | Sell |
-5,523
| Closed | -$294K | – | 137 |
|
|
2014
Q4 | $294K | Buy |
+5,523
| New | +$294K | 0.14% | 123 |
|