Beacon Pointe Advisors’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,872
| Closed | -$214K | – | 1357 |
|
|
2023
Q4 | $214K | Sell |
11,872
-4
| -0% | -$72 | ﹤0.01% | 1178 |
|
|
2023
Q3 | $192K | Buy |
11,876
+527
| +5% | +$8.5K | ﹤0.01% | 1231 |
|
|
2023
Q2 | $196K | Sell |
11,349
-206
| -2% | -$3.56K | ﹤0.01% | 1008 |
|
|
2023
Q1 | $187K | Sell |
11,555
-894
| -7% | -$14.5K | ﹤0.01% | 1078 |
|
|
2022
Q4 | $202K | Buy |
+12,449
| New | +$202K | ﹤0.01% | 996 |
|