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Shepherd Financial Partners’s PG&E PCG Stock Holding History

Shepherd Financial Partners’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,976
Closed -$204K – 112
2017
Q3 		$204K Buy
+2,976
New +$204K 0.05% 110
2017
Q2 		– Sell
-2,976
Closed -$201K – 113
2017
Q1 		$201K Buy
+2,976
New +$201K 0.05% 103