Wealthfront’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.1M | Sell |
23,809
-6,413
| -21% | -$295K | 0.01% | 241 |
|
|
2018
Q2 | $1.29M | Buy |
30,222
+24,154
| +398% | +$1.03M | 0.01% | 200 |
|
|
2018
Q1 | $267K | Sell |
6,068
-2,145
| -26% | -$94.4K | ﹤0.01% | 457 |
|
|
2017
Q4 | $368K | Sell |
8,213
-5,029
| -38% | -$225K | ﹤0.01% | 407 |
|
|
2017
Q3 | $902K | Buy |
13,242
+2,629
| +25% | +$179K | 0.01% | 214 |
|
|
2017
Q2 | $704K | Buy |
10,613
+1,704
| +19% | +$113K | 0.01% | 205 |
|
|
2017
Q1 | $591K | Buy |
8,909
+1,407
| +19% | +$93.3K | 0.01% | 196 |
|
|
2016
Q4 | $456K | Buy |
7,502
+484
| +7% | +$29.4K | 0.01% | 214 |
|
|
2016
Q3 | $429K | Buy |
7,018
+497
| +8% | +$30.4K | 0.01% | 209 |
|
|
2016
Q2 | $417K | Buy |
6,521
+266
| +4% | +$17K | 0.01% | 197 |
|
|
2016
Q1 | $374K | Buy |
6,255
+984
| +19% | +$58.8K | 0.01% | 200 |
|
|
2015
Q4 | $280K | Buy |
5,271
+486
| +10% | +$25.8K | 0.01% | 227 |
|
|
2015
Q3 | $253K | Buy |
4,785
+1,343
| +39% | +$71K | 0.01% | 235 |
|
|
2015
Q2 | $169K | Buy |
3,442
+376
| +12% | +$18.5K | 0.01% | 293 |
|
|
2015
Q1 | $163K | Buy |
3,066
+874
| +40% | +$46.5K | 0.01% | 283 |
|
|
2014
Q4 | $117K | Buy |
2,192
+211
| +11% | +$11.3K | 0.01% | 333 |
|
|
2014
Q3 | $89K | Buy |
1,981
+344
| +21% | +$15.5K | 0.01% | 303 |
|
|
2014
Q2 | $75K | Buy |
1,637
+730
| +80% | +$33.4K | 0.01% | 281 |
|
|
2014
Q1 | $38K | Buy |
+907
| New | +$38K | ﹤0.01% | 324 |
|