Veritable’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $524K | Sell |
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|
2023
Q1 | $491K | Buy |
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | $180K | Sell |
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|
2022
Q2 | $146K | Buy |
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|
2022
Q1 | $167K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $384K | Sell |
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|
2018
Q2 | $369K | Sell |
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|
2018
Q1 | $421K | Buy |
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|
2017
Q4 | $407K | Sell |
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|
2017
Q3 | $2.1M | Hold |
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|
2017
Q2 | $2.05M | Buy |
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|
2017
Q1 | $2.03M | Buy |
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|
2016
Q4 | $1.84M | Sell |
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|
2016
Q3 | $1.93M | Buy |
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|
2016
Q2 | $1.93M | Buy |
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|
2016
Q1 | $1.73M | Buy |
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|
2015
Q4 | $1.4M | Buy |
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|
2015
Q3 | $1.36M | Sell |
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|
2015
Q2 | $1.28M | Sell |
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|
2015
Q1 | $1.39M | Buy |
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|
2014
Q4 | $1.38M | Sell |
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|
2014
Q3 | $1.88M | Sell |
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|
2014
Q2 | $2.02M | Sell |
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|
2014
Q1 | $1.83M | Buy |
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|
2013
Q4 | $1.67M | Sell |
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|
2013
Q3 | $1.76M | Sell |
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|
2013
Q2 | $1.98M | Buy |
|