Valeo Financial Advisors’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 |
-17
| Closed | – | – | 1332 |
|
|
2021
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 2039 |
|
|
2019
Q1 | – | Sell |
-900
| Closed | -$21K | – | 1638 |
|
|
2018
Q4 | $21K | Hold |
900
| – | – | ﹤0.01% | 690 |
|
|
2018
Q3 | $42K | Hold |
900
| – | – | 0.01% | 579 |
|
|
2018
Q2 | $39K | Sell |
900
-100
| -10% | -$4.33K | 0.01% | 594 |
|
|
2018
Q1 | $44K | Hold |
1,000
| – | – | 0.01% | 512 |
|
|
2017
Q4 | $45K | Buy |
1,000
+100
| +11% | +$4.5K | 0.01% | 488 |
|
|
2017
Q3 | $61K | Buy |
+900
| New | +$61K | 0.01% | 374 |
|