Sun Life Financial’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,433
| Closed | -$34K | – | 621 |
|
|
2018
Q4 | $34K | Buy |
1,433
+15
| +1% | +$356 | 0.01% | 460 |
|
|
2018
Q3 | $65K | Buy |
1,418
+18
| +1% | +$825 | 0.01% | 391 |
|
|
2018
Q2 | $60K | Buy |
1,400
+1,297
| +1,259% | +$55.6K | 0.01% | 397 |
|
|
2018
Q1 | $2.34K | Sell |
103
-1,020
| -91% | -$23.2K | 0.02% | 196 |
|
|
2017
Q4 | $50K | Sell |
1,123
-2,658
| -70% | -$118K | 0.01% | 272 |
|
|
2017
Q3 | $257K | Buy |
3,781
+42
| +1% | +$2.86K | 0.03% | 195 |
|
|
2017
Q2 | $248K | Buy |
3,739
+3,721
| +20,672% | +$247K | 0.03% | 198 |
|
|
2017
Q1 | $275 | Buy |
18
+2
| +13% | +$31 | ﹤0.01% | 224 |
|
|
2016
Q4 | $270 | Buy |
+16
| New | +$270 | ﹤0.01% | 178 |
|