PVWM
Point View Wealth Management’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $550K | Buy |
44,162
+10,426
| +31% | +$130K | 0.22% | 145 |
|
|
2020
Q3 | $317K | Buy |
33,736
+11,176
| +50% | +$105K | 0.15% | 183 |
|
|
2020
Q2 | $200K | Sell |
22,560
-1,245
| -5% | -$11K | 0.1% | 235 |
|
|
2020
Q1 | $214K | Sell |
23,805
-1,976
| -8% | -$17.8K | 0.12% | 211 |
|
|
2019
Q4 | $280K | Sell |
25,781
-6,074
| -19% | -$66K | 0.12% | 215 |
|
|
2019
Q3 | $319K | Buy |
31,855
+155
| +0.5% | +$1.55K | 0.14% | 190 |
|
|
2019
Q2 | $727K | Sell |
31,700
-3,184
| -9% | -$73K | 0.31% | 112 |
|
|
2019
Q1 | $621K | Sell |
34,884
-10,086
| -22% | -$180K | 0.28% | 122 |
|
|
2018
Q4 | $1.07M | Buy |
44,970
+29,451
| +190% | +$699K | 0.54% | 61 |
|
|
2018
Q3 | $714K | Buy |
15,519
+3,705
| +31% | +$170K | 0.32% | 114 |
|
|
2018
Q2 | $503K | Buy |
11,814
+1,764
| +18% | +$75.1K | 0.23% | 141 |
|
|
2018
Q1 | $441K | Buy |
+10,050
| New | +$441K | 0.21% | 149 |
|