Mirabella Financial Services’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-28,932
| Closed | -$505K | – | 385 |
|
2024
Q2 | $505K | Buy |
28,932
+8,624
| +42% | +$151K | 0.04% | 251 |
|
2024
Q1 | $341K | Buy |
+20,308
| New | +$341K | 0.02% | 370 |
|
2021
Q4 | – | Sell |
-18,527
| Closed | -$178K | – | 560 |
|
2021
Q3 | $178K | Buy |
+18,527
| New | +$178K | 0.02% | 404 |
|
2021
Q1 | – | Sell |
-13,069
| Closed | -$163K | – | 378 |
|
2020
Q4 | $163K | Buy |
+13,069
| New | +$163K | 0.02% | 255 |
|