Advisornet Financial’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.23K | Buy |
662
+15
| +2% | +$209 | ﹤0.01% | 1479 |
|
2025
Q1 | $11.1K | Buy |
647
+12
| +2% | +$206 | ﹤0.01% | 1358 |
|
2024
Q4 | $12.8K | Sell |
635
-135
| -18% | -$2.72K | ﹤0.01% | 1247 |
|
2024
Q3 | $15.2K | Sell |
770
-515
| -40% | -$10.2K | ﹤0.01% | 1290 |
|
2024
Q2 | $22.4K | Sell |
1,285
-1,122
| -47% | -$19.6K | ﹤0.01% | 1045 |
|
2024
Q1 | $40.3K | Sell |
2,407
-188
| -7% | -$3.15K | ﹤0.01% | 871 |
|
2023
Q4 | $46.8K | Buy |
2,595
+153
| +6% | +$2.76K | ﹤0.01% | 822 |
|
2023
Q3 | $39.4K | Buy |
2,442
+2,014
| +471% | +$32.5K | ﹤0.01% | 859 |
|
2023
Q2 | $7.4K | Sell |
428
-304
| -42% | -$5.25K | ﹤0.01% | 1410 |
|
2023
Q1 | $11.8K | Buy |
732
+43
| +6% | +$695 | ﹤0.01% | 1253 |
|
2022
Q4 | $11.2K | Buy |
689
+564
| +451% | +$9.17K | ﹤0.01% | 1262 |
|
2022
Q3 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 1669 |
|
2020
Q2 | – | Sell |
-300
| Closed | -$3K | – | 1871 |
|
2020
Q1 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 1521 |
|
2019
Q4 | – | Sell |
-549
| Closed | -$5K | – | 1950 |
|
2019
Q3 | $5K | Buy |
+549
| New | +$5K | ﹤0.01% | 1558 |
|