PWAG
Polaris Wealth Advisory Group’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-942
| Closed | -$43K | – | 355 |
|
|
2018
Q3 | $43K | Buy |
+942
| New | +$43K | ﹤0.01% | 261 |
|
|
2018
Q2 | – | Sell |
-1,023
| Closed | -$45K | – | 369 |
|
|
2018
Q1 | $45K | Buy |
+1,023
| New | +$45K | ﹤0.01% | 224 |
|
|
2014
Q1 | – | Sell |
-594
| Closed | -$24K | – | 193 |
|
|
2013
Q4 | $24K | Hold |
594
| – | – | 0.01% | 118 |
|
|
2013
Q3 | $24.3K | Hold |
594
| – | – | 0.01% | 96 |
|
|
2013
Q2 | $27.2K | Buy |
+594
| New | +$27.2K | 0.01% | 97 |
|