Capital Asset Advisory Services’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268K | Buy |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $347K | Buy |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $317K | Hold |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $175K | Buy |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $176K | Buy |
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|
2021
Q2 | $178K | Hold |
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|
2021
Q1 | $205K | Hold |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q3 | $163K | Hold |
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|
2020
Q2 | $158K | Buy |
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|
2020
Q1 | $165K | Sell |
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|
2019
Q4 | $298K | Buy |
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