Zeke Capital Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $174K | Buy |
+10,705
| New | +$174K | 0.01% | 448 |
|
|
2018
Q2 | – | Sell |
-27,444
| Closed | -$1.21M | – | 682 |
|
|
2018
Q1 | $1.21M | Buy |
+27,444
| New | +$1.21M | 0.11% | 161 |
|
|
2017
Q4 | – | Sell |
-8,566
| Closed | -$583K | – | 602 |
|
|
2017
Q3 | $583K | Buy |
8,566
+4,657
| +119% | +$317K | 0.08% | 195 |
|
|
2017
Q2 | $259K | Buy |
3,909
+712
| +22% | +$47.2K | 0.05% | 223 |
|
|
2017
Q1 | $212K | Buy |
+3,197
| New | +$212K | 0.04% | 237 |
|