THWM
Taylor Hoffman Wealth Management’s PG&E PCG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-415
| Closed | -$7K | – | 421 |
|
2019
Q1 | $7K | Buy |
+415
| New | +$7K | 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 | +$19K | 0.02% | 249 |
|