Towerpoint Wealth’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-62,012
| Closed | -$1.47M | – | 53 |
|
|
2018
Q4 | $1.47M | Buy |
62,012
+48,870
| +372% | +$1.16M | 1.18% | 21 |
|
|
2018
Q3 | $605K | Hold |
13,142
| – | – | 0.5% | 20 |
|
|
2018
Q2 | $559K | Buy |
13,142
+350
| +3% | +$14.9K | 0.53% | 22 |
|
|
2018
Q1 | $562K | Buy |
+12,792
| New | +$562K | 0.62% | 23 |
|