Avion Wealth’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 | $4K | Buy |
290
+4
| +1% | +$55 | ﹤0.01% | 680 |
|
|
2025
Q1 | $5K | Hold |
286
| – | – | ﹤0.01% | 553 |
|
|
2024
Q4 | $5K | Sell |
286
-9
| -3% | -$157 | ﹤0.01% | 551 |
|
|
2024
Q3 | $5K | Sell |
295
-3
| -1% | -$51 | ﹤0.01% | 529 |
|
|
2024
Q2 | $5K | Buy |
298
+175
| +142% | +$2.94K | ﹤0.01% | 472 |
|
|
2024
Q1 | $3K | Sell |
123
-29
| -19% | -$707 | ﹤0.01% | 587 |
|
|
2023
Q4 | $3K | Sell |
152
-45
| -23% | -$888 | ﹤0.01% | 500 |
|
|
2023
Q3 | $2K | Buy |
197
+102
| +107% | +$1.04K | ﹤0.01% | 512 |
|
|
2023
Q2 | $1K | Buy |
95
+64
| +206% | +$674 | ﹤0.01% | 627 |
|
|
2023
Q1 | $0 | Buy |
+31
| New | – | ﹤0.01% | 717 |
|