CWC
Carolinas Wealth Consulting’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20
| Closed | -$344 | – | 673 |
|
|
2025
Q1 | $344 | Sell |
20
-30
| -60% | -$516 | ﹤0.01% | 983 |
|
|
2024
Q4 | $1.01K | Hold |
50
| – | – | ﹤0.01% | 947 |
|
|
2024
Q3 | $989 | Buy |
50
+30
| +150% | +$593 | ﹤0.01% | 928 |
|
|
2024
Q2 | $350 | Hold |
20
| – | – | ﹤0.01% | 1012 |
|
|
2024
Q1 | $335 | Buy |
+20
| New | +$335 | ﹤0.01% | 1009 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$2K | – | 989 |
|
|
2020
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 730 |
|
|
2020
Q2 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 509 |
|