Titus Wealth Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-16,308
| Closed | -$191K | – | 153 |
|
|
2021
Q1 | $191K | Hold |
16,308
| – | – | 0.11% | 140 |
|
|
2020
Q4 | $203K | Buy |
+16,308
| New | +$203K | 0.12% | 133 |
|
|
2019
Q3 | – | Sell |
-9,877
| Closed | -$226K | – | 103 |
|
|
2019
Q2 | $226K | Buy |
+9,877
| New | +$226K | 0.22% | 81 |
|
|
2019
Q1 | – | Sell |
-9,777
| Closed | -$232 | – | 99 |
|
|
2018
Q4 | $232 | Sell |
9,777
-400
| -4% | -$9 | 0.2% | 83 |
|
|
2018
Q3 | $468K | Hold |
10,177
| – | – | 0.4% | 42 |
|
|
2018
Q2 | $433K | Buy |
+10,177
| New | +$433K | 0.46% | 41 |
|
|
2018
Q1 | – | Sell |
-10,177
| Closed | -$456K | – | 90 |
|
|
2017
Q4 | $456K | Buy |
+10,177
| New | +$456K | 0.51% | 37 |
|