Mariner Independent Advisor Network’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $653K | Buy |
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|
2022
Q2 | $522K | Sell |
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|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $636K | Sell |
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|
2021
Q3 | $547K | Sell |
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|
2021
Q2 | $587K | Buy |
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|
2021
Q1 | $473K | Sell |
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|
2020
Q4 | $537K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $831K | Sell |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.11M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.06M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $294K | Buy |
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