AWS
AJ Wealth Strategies’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $642K | Buy |
37,175
+291
| +0.8% | +$5.03K | 0.03% | 160 |
|
|
2023
Q1 | $596K | Hold |
36,884
| – | – | 0.03% | 162 |
|
|
2022
Q4 | $600K | Hold |
36,884
| – | – | 0.03% | 166 |
|
|
2022
Q3 | $461K | Hold |
36,884
| – | – | 0.03% | 188 |
|
|
2022
Q2 | $368K | Sell |
36,884
-95,000
| -72% | -$948K | 0.02% | 216 |
|
|
2022
Q1 | $1.58M | Hold |
131,884
| – | – | 0.08% | 108 |
|
|
2021
Q4 | $1.6M | Hold |
131,884
| – | – | 0.08% | 108 |
|
|
2021
Q3 | $1.27M | Hold |
131,884
| – | – | 0.07% | 117 |
|
|
2021
Q2 | $1.34M | Hold |
131,884
| – | – | 0.08% | 107 |
|
|
2021
Q1 | $1.54M | Hold |
131,884
| – | – | 0.11% | 87 |
|
|
2020
Q4 | $1.64M | Buy |
131,884
+57,000
| +76% | +$710K | 0.14% | 69 |
|
|
2020
Q3 | $703K | Buy |
+74,884
| New | +$703K | 0.07% | 111 |
|