YorkBridge Wealth Partners’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-828
| Closed | -$38K | – | 759 |
|
|
2018
Q3 | $38K | Hold |
828
| – | – | 0.02% | 388 |
|
|
2018
Q2 | $35K | Hold |
828
| – | – | 0.02% | 405 |
|
|
2018
Q1 | $37K | Hold |
828
| – | – | 0.02% | 401 |
|
|
2017
Q4 | $33K | Sell |
828
-108
| -12% | -$4.3K | 0.02% | 418 |
|
|
2017
Q3 | $64K | Hold |
936
| – | – | 0.03% | 345 |
|
|
2017
Q2 | $61K | Buy |
936
+146
| +18% | +$9.52K | 0.03% | 346 |
|
|
2017
Q1 | $53K | Buy |
+790
| New | +$53K | 0.03% | 365 |
|