Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,761
| Closed | -$256K | – | 237 |
|
|
2017
Q3 | $256K | Hold |
3,761
| – | – | 0.05% | 158 |
|
|
2017
Q2 | $250K | Hold |
3,761
| – | – | 0.05% | 159 |
|
|
2017
Q1 | $250K | Hold |
3,761
| – | – | 0.05% | 153 |
|
|
2016
Q4 | $229K | Hold |
3,761
| – | – | 0.05% | 158 |
|
|
2016
Q3 | $230K | Hold |
3,761
| – | – | 0.06% | 147 |
|
|
2016
Q2 | $240K | Buy |
+3,761
| New | +$240K | 0.06% | 130 |
|