Sargent Bickham Lagudis’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-260
| Closed | -$3K | – | 1089 |
|
|
2022
Q2 | $3K | Hold |
260
| – | – | ﹤0.01% | 876 |
|
|
2022
Q1 | $3K | Hold |
260
| – | – | ﹤0.01% | 861 |
|
|
2021
Q4 | $3K | Buy |
+260
| New | +$3K | ﹤0.01% | 864 |
|
|
2020
Q4 | – | Sell |
-20
| Closed | – | – | 902 |
|
|
2020
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 822 |
|
|
2020
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 807 |
|
|
2020
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 877 |
|
|
2019
Q2 | – | Sell |
-415
| Closed | -$7K | – | 796 |
|
|
2019
Q1 | $7K | Buy |
+415
| New | +$7K | ﹤0.01% | 661 |
|
|
2017
Q2 | – | Sell |
-23
| Closed | -$2K | – | 795 |
|
|
2017
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 704 |
|
|
2016
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 692 |
|
|
2016
Q3 | $1 | Buy |
+23
| New | +$1 | ﹤0.01% | 702 |
|