WEC
Winslow Evans & Crocker’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-218
| Closed | -$6K | – | 1347 |
|
|
2018
Q4 | $6K | Hold |
218
| – | – | ﹤0.01% | 886 |
|
|
2018
Q3 | $12K | Hold |
218
| – | – | ﹤0.01% | 772 |
|
|
2018
Q2 | $10K | Hold |
218
| – | – | ﹤0.01% | 803 |
|
|
2018
Q1 | $9.58K | Hold |
218
| – | – | ﹤0.01% | 801 |
|
|
2017
Q4 | $9.77K | Sell |
218
-160
| -42% | -$7.17K | ﹤0.01% | 814 |
|
|
2017
Q3 | $25.7K | Sell |
378
-1,370
| -78% | -$93.3K | 0.01% | 601 |
|
|
2017
Q2 | $116K | Hold |
1,748
| – | – | 0.03% | 408 |
|
|
2017
Q1 | $116K | Hold |
1,748
| – | – | 0.04% | 389 |
|
|
2016
Q4 | $106K | Hold |
1,748
| – | – | 0.03% | 396 |
|
|
2016
Q3 | $107K | Hold |
1,748
| – | – | 0.03% | 396 |
|
|
2016
Q2 | $112K | Hold |
1,748
| – | – | 0.03% | 360 |
|
|
2016
Q1 | $104K | Hold |
1,748
| – | – | 0.03% | 357 |
|
|
2015
Q4 | $93K | Sell |
1,748
-90
| -5% | -$4.79K | 0.03% | 410 |
|
|
2015
Q3 | $97K | Hold |
1,838
| – | – | 0.03% | 394 |
|
|
2015
Q2 | $90.2K | Hold |
1,838
| – | – | 0.03% | 438 |
|
|
2015
Q1 | $97.5K | Hold |
1,838
| – | – | 0.03% | 426 |
|
|
2014
Q4 | $97.9K | Buy |
1,838
+90
| +5% | +$4.79K | 0.03% | 419 |
|
|
2014
Q3 | $78.7K | Buy |
1,748
+1,380
| +375% | +$62.2K | 0.02% | 472 |
|
|
2014
Q2 | $17.7K | Hold |
368
| – | – | 0.01% | 708 |
|
|
2014
Q1 | $15.9K | Buy |
368
+56
| +18% | +$2.42K | 0.01% | 723 |
|
|
2013
Q4 | $13K | Buy |
+312
| New | +$13K | ﹤0.01% | 824 |
|