Sowell Financial Services’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15,766
| Closed | -$172K | – | 2072 |
|
|
2021
Q1 | $172K | Buy |
15,766
+15,277
| +3,124% | +$167K | 0.01% | 1130 |
|
|
2020
Q4 | $6K | Hold |
489
| – | – | ﹤0.01% | 2219 |
|
|
2020
Q3 | $5K | Sell |
489
-24
| -5% | -$245 | ﹤0.01% | 2005 |
|
|
2020
Q2 | $5K | Sell |
513
-4,800
| -90% | -$46.8K | ﹤0.01% | 1907 |
|
|
2020
Q1 | $48K | Buy |
5,313
+4,926
| +1,273% | +$44.5K | ﹤0.01% | 1077 |
|
|
2019
Q4 | $4K | Sell |
387
-230
| -37% | -$2.38K | ﹤0.01% | 1996 |
|
|
2019
Q3 | $6K | Buy |
+617
| New | +$6K | ﹤0.01% | 1705 |
|
|
2017
Q1 | – | Sell |
-1,427
| Closed | -$90K | – | 494 |
|
|
2016
Q4 | $90K | Buy |
+1,427
| New | +$90K | 0.03% | 279 |
|