CPA
Capital Performance Advisors’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Sell |
12,326
-8,438
| -41% | -$118K | 0.03% | 256 |
|
|
2025
Q1 | $357K | Buy |
20,764
+7,633
| +58% | +$131K | 0.08% | 141 |
|
|
2024
Q4 | $265K | Buy |
13,131
+1,050
| +9% | +$21.2K | 0.08% | 107 |
|
|
2024
Q3 | $239K | Buy |
+12,081
| New | +$239K | 0.07% | 99 |
|