WFG Advisors’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 | $24K | Buy |
361
+3
| +0.8% | +$199 | 0.01% | 903 |
|
|
2017
Q1 | $24K | Buy |
358
+2
| +0.6% | +$134 | 0.01% | 843 |
|
|
2016
Q4 | $22K | Buy |
356
+3
| +0.8% | +$185 | 0.01% | 909 |
|
|
2016
Q3 | $22K | Buy |
353
+3
| +0.9% | +$187 | 0.01% | 925 |
|
|
2016
Q2 | $22K | Buy |
+350
| New | +$22K | 0.01% | 895 |
|
|
2015
Q4 | – | Sell |
-50
| Closed | -$3K | – | 1637 |
|
|
2015
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 1355 |
|
|
2015
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1487 |
|
|
2015
Q1 | $3K | Sell |
50
-30
| -38% | -$1.8K | ﹤0.01% | 1475 |
|
|
2014
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 1696 |
|
|
2014
Q3 | $4K | Buy |
80
+50
| +167% | +$2.5K | ﹤0.01% | 1712 |
|
|
2014
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1898 |
|
|
2014
Q1 | $1K | Sell |
30
-1,470
| -98% | -$49K | ﹤0.01% | 1893 |
|
|
2013
Q4 | $60K | Buy |
1,500
+11
| +0.7% | +$440 | 0.01% | 926 |
|
|
2013
Q3 | $61K | Buy |
1,489
+21
| +1% | +$860 | 0.01% | 849 |
|
|
2013
Q2 | $67K | Buy |
+1,468
| New | +$67K | 0.01% | 783 |
|