RWA
Ropes Wealth Advisors’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-55
| Closed | -$1K | – | 622 |
|
|
2020
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 755 |
|
|
2017
Q4 | – | Sell |
-600
| Closed | -$41K | – | 806 |
|
|
2017
Q3 | $41K | Buy |
+600
| New | +$41K | 0.01% | 354 |
|
|
2016
Q1 | – | Sell |
-11
| Closed | -$1K | – | 509 |
|
|
2015
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 441 |
|
|
2015
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 395 |
|