Waverly Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-98
| Closed | -$4K | – | 607 |
|
|
2014
Q3 | $4K | Sell |
98
-90
| -48% | -$3.67K | ﹤0.01% | 669 |
|
|
2014
Q2 | $9K | Buy |
+188
| New | +$9K | ﹤0.01% | 473 |
|
|
2014
Q1 | – | Sell |
-400
| Closed | -$16K | – | 801 |
|
|
2013
Q4 | $16K | Hold |
400
| – | – | 0.01% | 498 |
|
|
2013
Q3 | $16K | Buy |
+400
| New | +$16K | 0.01% | 388 |
|