TCPWM
Traverso Chambers Private Wealth Management’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,416
| Closed | -$100K | – | 112 |
|
|
2021
Q3 | $100K | Hold |
10,416
| – | – | 0.03% | 108 |
|
|
2021
Q2 | $106K | Hold |
10,416
| – | – | 0.03% | 107 |
|
|
2021
Q1 | $122K | Hold |
10,416
| – | – | 0.04% | 107 |
|
|
2020
Q4 | $130K | Sell |
10,416
-459
| -4% | -$5.73K | 0.05% | 106 |
|
|
2020
Q3 | $102K | Buy |
+10,875
| New | +$102K | 0.04% | 103 |
|
|
2020
Q1 | – | Sell |
-11,500
| Closed | -$125K | – | 111 |
|
|
2019
Q4 | $125K | Buy |
+11,500
| New | +$125K | 0.05% | 104 |
|