Cape Investment Advisory’s PG&E PCG Stock Holding History

Cape Investment Advisory’s Portfolio PCG Stock Details PCG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14K	Buy
2025 Q1	$17.2K	Sell
2024 Q4	$20.4K	Buy
2024 Q3	$19.8K	Buy
2024 Q2	$17.5K	Hold
2024 Q1	$16.8K	Buy
2023 Q4	$18K	Hold
2023 Q3	$16.1K	Hold
2023 Q2	$17.3K	Hold
2023 Q1	$16.2K	Buy