Cedar Mountain Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.66K | Buy |
455
+1
| +0.2% | +$17 | ﹤0.01% | 569 |
|
|
2026
Q1 | $7.98K | Buy |
454
+1
| +0.2% | +$17 | ﹤0.01% | 521 |
|
|
2025
Q4 | $7.28K | Buy |
453
+1
| +0.2% | +$16 | ﹤0.01% | 275 |
|
|
2025
Q3 | $6.82K | Hold |
452
| – | – | ﹤0.01% | 300 |
|
|
2025
Q2 | $6.3K | Hold |
452
| – | – | ﹤0.01% | 245 |
|
|
2025
Q1 | $7.77K | Hold |
452
| – | – | ﹤0.01% | 217 |
|
|
2024
Q4 | $9.12K | Hold |
452
| – | – | ﹤0.01% | 212 |
|
|
2024
Q3 | $8.94K | Hold |
452
| – | – | ﹤0.01% | 208 |
|
|
2024
Q2 | $7.89K | Hold |
452
| – | – | ﹤0.01% | 201 |
|
|
2024
Q1 | $7.58K | Hold |
452
| – | – | ﹤0.01% | 204 |
|
|
2023
Q4 | $8.15K | Hold |
452
| – | – | ﹤0.01% | 194 |
|
|
2023
Q3 | $7.29K | Hold |
452
| – | – | ﹤0.01% | 194 |
|
|
2023
Q2 | $7.81K | Hold |
452
| – | – | ﹤0.01% | 185 |
|
|
2023
Q1 | $7.31K | Hold |
452
| – | – | ﹤0.01% | 185 |
|
|
2022
Q4 | $7.35K | Sell |
452
-350
| -44% | -$5.29K | ﹤0.01% | 178 |
|
|
2022
Q3 | $10K | Hold |
802
| – | – | ﹤0.01% | 160 |
|
|
2022
Q2 | $8K | Hold |
802
| – | – | ﹤0.01% | 181 |
|
|
2022
Q1 | $10K | Hold |
802
| – | – | ﹤0.01% | 176 |
|
|
2021
Q4 | $10K | Hold |
802
| – | – | ﹤0.01% | 176 |
|
|
2021
Q3 | $8K | Sell |
802
-51
| -6% | -$481 | ﹤0.01% | 196 |
|
|
2021
Q2 | $9K | Hold |
853
| – | – | ﹤0.01% | 177 |
|
|
2021
Q1 | $10K | Hold |
853
| – | – | ﹤0.01% | 176 |
|
|
2020
Q4 | $11K | Hold |
853
| – | – | ﹤0.01% | 170 |
|
|
2020
Q3 | $8K | Hold |
853
| – | – | ﹤0.01% | 173 |
|
|
2020
Q2 | $8K | Hold |
853
| – | – | ﹤0.01% | 165 |
|
|
2020
Q1 | $8K | Hold |
853
| – | – | ﹤0.01% | 136 |
|
|
2019
Q4 | $9K | Buy |
+853
| New | +$7.31K | ﹤0.01% | 145 |
|
Other funds holding PCG
WCM
CNB
P
YIH
AIM
PL
TE
NWM
AA