BA
Bellwether Advisors’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72K | Hold |
123
| – | – | ﹤0.01% | 506 |
|
|
2025
Q1 | $2.11K | Hold |
123
| – | – | ﹤0.01% | 433 |
|
|
2024
Q4 | $2.48K | Buy |
+123
| New | +$2.48K | ﹤0.01% | 432 |
|
|
2024
Q1 | – | Sell |
-40,083
| Closed | -$723K | – | 127 |
|
|
2023
Q4 | $723K | Buy |
+40,083
| New | +$723K | 0.18% | 73 |
|
|
2023
Q2 | – | Sell |
-43,777
| Closed | -$708K | – | 344 |
|
|
2023
Q1 | $708K | Buy |
43,777
+43,654
| +35,491% | +$706K | 0.19% | 72 |
|
|
2022
Q4 | $2K | Hold |
123
| – | – | ﹤0.01% | 356 |
|
|
2022
Q3 | $1K | Hold |
123
| – | – | ﹤0.01% | 438 |
|
|
2022
Q2 | $1K | Sell |
123
-104,068
| -100% | -$846K | ﹤0.01% | 364 |
|
|
2022
Q1 | $1.24M | Buy |
104,191
+66,909
| +179% | +$799K | 0.37% | 54 |
|
|
2021
Q4 | $452K | Buy |
37,282
+37,159
| +30,211% | +$451K | 0.14% | 98 |
|
|
2021
Q3 | $1K | Hold |
123
| – | – | ﹤0.01% | 518 |
|
|
2021
Q2 | $1K | Hold |
123
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $1K | Hold |
123
| – | – | ﹤0.01% | 384 |
|
|
2020
Q4 | $1K | Buy |
+123
| New | +$1K | ﹤0.01% | 317 |
|