Continuum Advisory’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,777
| Closed | -$134K | – | 1229 |
|
|
2025
Q1 | $134K | Buy |
7,777
+181
| +2% | +$3.11K | 0.02% | 474 |
|
|
2024
Q4 | $153K | Buy |
7,596
+95
| +1% | +$1.92K | 0.02% | 438 |
|
|
2024
Q3 | $157K | Buy |
7,501
+769
| +11% | +$16.1K | 0.02% | 436 |
|
|
2024
Q2 | $118K | Buy |
6,732
+200
| +3% | +$3.49K | 0.02% | 466 |
|
|
2024
Q1 | $117K | Buy |
+6,532
| New | +$117K | 0.02% | 464 |
|