Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
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2025
Q1 | $122K | Buy |
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|
2024
Q4 | $26.8K | Buy |
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|
2024
Q3 | $25.2K | Hold |
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|
2024
Q2 | $22.3K | Buy |
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|
2024
Q1 | $13.1K | Sell |
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|
2023
Q4 | $13.8K | Buy |
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|
2023
Q3 | $3.81K | Buy |
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|
2023
Q2 | $2.04K | Sell |
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|
2023
Q1 | $2.48K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
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