Squar Milner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,995
| Closed | -$17K | – | 569 |
|
|
2020
Q1 | $17K | Hold |
1,995
| – | – | 0.01% | 493 |
|
|
2019
Q4 | $21K | Buy |
+1,995
| New | +$21K | 0.01% | 518 |
|
|
2019
Q3 | – | Sell |
-1,995
| Closed | -$46K | – | 564 |
|
|
2019
Q2 | $46K | Hold |
1,995
| – | – | 0.03% | 359 |
|
|
2019
Q1 | $35K | Hold |
1,995
| – | – | 0.03% | 362 |
|
|
2018
Q4 | $47K | Hold |
1,995
| – | – | 0.05% | 298 |
|
|
2018
Q3 | $92K | Sell |
1,995
-2,617
| -57% | -$121K | 0.08% | 249 |
|
|
2018
Q2 | $196K | Hold |
4,612
| – | – | 0.17% | 161 |
|
|
2018
Q1 | $203K | Buy |
+4,612
| New | +$203K | 0.26% | 151 |
|