TrueWealth LLC’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-20
| Closed | – | – | 758 |
|
|
2019
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 756 |
|
|
2018
Q4 | $0 | Sell |
20
-20
| -50% | – | ﹤0.01% | 795 |
|
|
2018
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 734 |
|
|
2018
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 742 |
|
|
2018
Q1 | $2K | Sell |
40
-20
| -33% | -$1K | ﹤0.01% | 711 |
|
|
2017
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 765 |
|