TD Ameritrade Investment Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,283
| Closed | -$22K | – | 344 |
|
|
2023
Q2 | $22K | Sell |
1,283
-256
| -17% | -$4.39K | ﹤0.01% | 277 |
|
|
2023
Q1 | $25K | Sell |
1,539
-179
| -10% | -$2.91K | ﹤0.01% | 283 |
|
|
2022
Q4 | $28K | Sell |
1,718
-351
| -17% | -$5.72K | ﹤0.01% | 296 |
|
|
2022
Q3 | $26K | Sell |
2,069
-1,161
| -36% | -$14.6K | ﹤0.01% | 318 |
|
|
2022
Q2 | $32K | Sell |
3,230
-2,158
| -40% | -$21.4K | ﹤0.01% | 338 |
|
|
2022
Q1 | $64K | Buy |
5,388
+1,503
| +39% | +$17.9K | ﹤0.01% | 328 |
|
|
2021
Q4 | $47K | Buy |
+3,885
| New | +$47K | ﹤0.01% | 352 |
|
|
2021
Q3 | – | Sell |
-1,460
| Closed | -$15K | – | 688 |
|
|
2021
Q2 | $15K | Buy |
1,460
+839
| +135% | +$8.62K | ﹤0.01% | 423 |
|
|
2021
Q1 | $8K | Hold |
621
| – | – | ﹤0.01% | 492 |
|
|
2020
Q4 | $8K | Buy |
+621
| New | +$8K | ﹤0.01% | 492 |
|