Buckingham Strategic Wealth’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $489K | Buy |
28,021
+13,643
| +95% | +$238K | 0.01% | 470 |
|
|
2024
Q1 | $241K | Sell |
14,378
-89
| -0.6% | -$1.49K | ﹤0.01% | 654 |
|
|
2023
Q4 | $261K | Buy |
14,467
+21
| +0.1% | +$379 | ﹤0.01% | 605 |
|
|
2023
Q3 | $233K | Buy |
14,446
+46
| +0.3% | +$742 | ﹤0.01% | 593 |
|
|
2023
Q2 | $249K | Sell |
14,400
-1,865
| -11% | -$32.2K | ﹤0.01% | 573 |
|
|
2023
Q1 | $264K | Hold |
16,265
| – | – | ﹤0.01% | 506 |
|
|
2022
Q4 | $264K | Buy |
16,265
+31
| +0.2% | +$504 | ﹤0.01% | 508 |
|
|
2022
Q3 | $203K | Sell |
16,234
-591
| -4% | -$7.39K | ﹤0.01% | 552 |
|
|
2022
Q2 | $168K | Buy |
16,825
+1,951
| +13% | +$19.5K | ﹤0.01% | 566 |
|
|
2022
Q1 | $178K | Buy |
14,874
+190
| +1% | +$2.27K | ﹤0.01% | 572 |
|
|
2021
Q4 | $178K | Sell |
14,684
-69
| -0.5% | -$836 | ﹤0.01% | 571 |
|
|
2021
Q3 | $142K | Buy |
+14,753
| New | +$142K | ﹤0.01% | 572 |
|