WESPAC Advisors SoCal’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 |
-200
| Closed | -$13K | – | 275 |
|
|
2017
Q3 | $13K | Hold |
200
| – | – | 0.01% | 191 |
|
|
2017
Q2 | $13K | Hold |
200
| – | – | 0.01% | 176 |
|
|
2017
Q1 | $13.3K | Hold |
200
| – | – | 0.01% | 172 |
|
|
2016
Q4 | $12.2K | Hold |
200
| – | – | 0.01% | 174 |
|
|
2016
Q3 | $12.2K | Buy |
+200
| New | +$12.2K | 0.01% | 182 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$11.9K | – | 299 |
|
|
2016
Q1 | $11.9K | Buy |
+200
| New | +$11.9K | 0.01% | 190 |
|