Arax Advisory Partners’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 | $64K | Buy |
4,591
+202
| +5% | +$2.82K | ﹤0.01% | 1124 |
|
|
2025
Q1 | $75.4K | Buy |
4,389
+4,305
| +5,125% | +$74K | ﹤0.01% | 809 |
|
|
2024
Q4 | $1.7K | Buy |
84
+41
| +95% | +$827 | ﹤0.01% | 2045 |
|
|
2024
Q3 | $851 | Buy |
+43
| New | +$851 | ﹤0.01% | 2306 |
|
|
2018
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 547 |
|
|
2018
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 576 |
|