WBH Advisory’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,426
| Closed | -$641K | – | 225 |
|
|
2017
Q3 | $641K | Sell |
9,426
-195
| -2% | -$13.3K | 0.18% | 117 |
|
|
2017
Q2 | $638K | Sell |
9,621
-221
| -2% | -$14.7K | 0.18% | 112 |
|
|
2017
Q1 | $653K | Sell |
9,842
-146
| -1% | -$9.69K | 0.2% | 108 |
|
|
2016
Q4 | $606K | Sell |
9,988
-770
| -7% | -$46.7K | 0.2% | 109 |
|
|
2016
Q3 | $658K | Buy |
+10,758
| New | +$658K | 0.23% | 99 |
|