Shine Investment Advisory Services’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-604
| Closed | -$26K | – | 661 |
|
|
2018
Q2 | $26K | Hold |
604
| – | – | 0.01% | 418 |
|
|
2018
Q1 | $27K | Buy |
604
+91
| +18% | +$4.07K | 0.01% | 413 |
|
|
2017
Q4 | $23K | Sell |
513
-221
| -30% | -$9.91K | 0.01% | 435 |
|
|
2017
Q3 | $50K | Hold |
734
| – | – | 0.03% | 298 |
|
|
2017
Q2 | $49K | Buy |
+734
| New | +$49K | 0.02% | 282 |
|