WealthPLAN Partners’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11
| Closed | -$742 | – | 349 |
|
|
2017
Q1 | $742 | Buy |
+11
| New | +$742 | ﹤0.01% | 440 |
|
|
2016
Q3 | $23.6K | Sell |
401
-535
| -57% | -$31.4K | 0.01% | 451 |
|
|
2016
Q2 | $25.5K | Buy |
+936
| New | +$25.5K | ﹤0.01% | 1269 |
|
|
2015
Q4 | $12.5K | Buy |
+702
| New | +$12.5K | ﹤0.01% | 1084 |
|
|
2015
Q2 | $23K | Hold |
468
| – | – | 0.01% | 243 |
|
|
2015
Q1 | $25K | Buy |
+468
| New | +$25K | 0.01% | 299 |
|