Regal Investment Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,384
| Closed | -$73K | – | 701 |
|
|
2015
Q3 | $73K | Hold |
1,384
| – | – | 0.02% | 391 |
|
|
2015
Q2 | $67K | Hold |
1,384
| – | – | 0.02% | 385 |
|
|
2015
Q1 | $73K | Buy |
+1,384
| New | +$73K | 0.02% | 387 |
|
|
2014
Q4 | – | Sell |
-150
| Closed | -$7K | – | 982 |
|
|
2014
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 749 |
|
|
2014
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 725 |
|
|
2014
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 720 |
|
|
2013
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 660 |
|
|
2013
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 687 |
|
|
2013
Q2 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 652 |
|