USCA RIA’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.05M | Buy |
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|
2021
Q1 | $2.27M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $450K | Buy |
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|
2018
Q2 | $212K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $352K | Hold |
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|
2016
Q1 | $328K | Sell |
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|
2015
Q4 | $298K | Sell |
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|
2015
Q3 | $302K | Sell |
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|
2015
Q2 | $295K | Sell |
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|
2015
Q1 | $319K | Buy |
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