McKinley Carter Wealth Services’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,841
| Closed | -$398K | – | 156 |
|
|
2017
Q3 | $398K | Buy |
5,841
+22
| +0.4% | +$1.5K | 0.15% | 100 |
|
|
2017
Q2 | $386K | Buy |
5,819
+70
| +1% | +$4.64K | 0.17% | 87 |
|
|
2017
Q1 | $382K | Buy |
5,749
+791
| +16% | +$52.6K | 0.18% | 84 |
|
|
2016
Q4 | $301K | Buy |
4,958
+22
| +0.4% | +$1.34K | 0.15% | 96 |
|
|
2016
Q3 | $302K | Buy |
4,936
+20
| +0.4% | +$1.22K | 0.16% | 92 |
|
|
2016
Q2 | $314K | Buy |
4,916
+20
| +0.4% | +$1.28K | 0.16% | 92 |
|
|
2016
Q1 | $292K | Buy |
+4,896
| New | +$292K | 0.16% | 97 |
|