Wealthcare Advisory Partners’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 |
-1,284
| Closed | -$15K | – | 1460 |
|
|
2021
Q1 | $15K | Buy |
+1,284
| New | +$15K | ﹤0.01% | 1323 |
|
|
2020
Q2 | – | Sell |
-1,284
| Closed | -$12K | – | 1056 |
|
|
2020
Q1 | $12K | Hold |
1,284
| – | – | ﹤0.01% | 877 |
|
|
2019
Q4 | $14K | Buy |
1,284
+100
| +8% | +$1.09K | ﹤0.01% | 860 |
|
|
2019
Q3 | $12K | Hold |
1,184
| – | – | ﹤0.01% | 884 |
|
|
2019
Q2 | $27K | Hold |
1,184
| – | – | ﹤0.01% | 656 |
|
|
2019
Q1 | $21K | Hold |
1,184
| – | – | ﹤0.01% | 648 |
|
|
2018
Q4 | $28K | Hold |
1,184
| – | – | 0.01% | 560 |
|
|
2018
Q3 | $54K | Sell |
1,184
-135
| -10% | -$6.16K | 0.01% | 453 |
|
|
2018
Q2 | $56K | Hold |
1,319
| – | – | 0.01% | 443 |
|
|
2018
Q1 | $58K | Hold |
1,319
| – | – | 0.01% | 371 |
|
|
2017
Q4 | $59K | Buy |
1,319
+3
| +0.2% | +$134 | 0.02% | 347 |
|
|
2017
Q3 | $90K | Buy |
+1,316
| New | +$90K | 0.03% | 227 |
|