Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-192
| Closed | -$5K | – | 412 |
|
|
2018
Q4 | $5K | Hold |
192
| – | – | ﹤0.01% | 298 |
|
|
2018
Q3 | $9K | Hold |
192
| – | – | 0.01% | 290 |
|
|
2018
Q2 | $8K | Buy |
+192
| New | +$8K | 0.01% | 287 |
|
|
2018
Q1 | – | Sell |
-150
| Closed | -$6K | – | 377 |
|
|
2017
Q4 | $6K | Sell |
150
-550
| -79% | -$22K | ﹤0.01% | 293 |
|
|
2017
Q3 | $48K | Hold |
700
| – | – | 0.03% | 151 |
|
|
2017
Q2 | $46K | Hold |
700
| – | – | 0.03% | 157 |
|
|
2017
Q1 | $46K | Hold |
700
| – | – | 0.03% | 146 |
|
|
2016
Q4 | $43K | Buy |
+700
| New | +$43K | 0.03% | 152 |
|