Taylor Hoffman Wealth Management’s PG&E PCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-415
Closed -$7K 421
2019
Q1
$7K Buy
+415
New +$6.71K 0.01% 311
2018
Q4
Sell
-415
Closed -$19K 428
2018
Q3
$19K Hold
415
0.02% 240
2018
Q2
$18K Hold
415
0.02% 232
2018
Q1
$18K Hold
415
0.02% 242
2017
Q4
$19K Buy
+415
New +$23.2K 0.02% 249

Other funds holding PCG

Taylor Hoffman Wealth Management's PCG Position: Q2 2019 in Review

Taylor Hoffman Wealth Management sold out of PG&E (PCG) in Q2 2019, closing a stake of 415 shares — an estimated $7K sold.

Taylor Hoffman Wealth Management first reported a position in PCG in Q4 2017 and held it in 5 quarters. The position peaked at $19K in Q3 2018. 339 funds tracked by Wall St. Rank hold PCG as of Q2 2019.

  • Taylor Hoffman Wealth Management reported no remaining PG&E position as of Q2 2019 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 415 PG&E shares in Q2 2019, an estimated $7K.
  • Taylor Hoffman Wealth Management first reported a position in PG&E in Q4 2017 and held it in 5 quarters.
  • Taylor Hoffman Wealth Management's PG&E position peaked at $19K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held PG&E as of Q2 2019.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2019, filed 5 Aug 2019.