Sutton Wealth Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.52K | Buy |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.21K | Hold |
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|
2021
Q4 | $1.23K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $854 | Hold |
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|
2021
Q1 | $984 | Hold |
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|
2020
Q4 | $1.05K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.45K | Buy |
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|
2018
Q3 | $4.19K | Buy |
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|
2018
Q2 | $3.62K | Buy |
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|
2018
Q1 | $2.81K | Buy |
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|
2017
Q4 | $538 | Sell |
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|
2017
Q3 | $1.7K | Hold |
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|
2017
Q2 | $1.66K | Buy |
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|
2017
Q1 | $465 | Hold |
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|
2016
Q4 | $425 | Hold |
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|
2016
Q3 | $428 | Hold |
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|
2016
Q2 | $447 | Hold |
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|
2016
Q1 | $418 | Buy |
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