Contravisory Investment Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35,999
| Closed | -$726K | – | 431 |
|
|
2024
Q4 | $726K | Sell |
35,999
-26
| -0.1% | -$525 | 0.16% | 86 |
|
|
2024
Q3 | $712K | Buy |
36,025
+2,561
| +8% | +$50.6K | 0.15% | 95 |
|
|
2024
Q2 | $584K | Buy |
33,464
+1,164
| +4% | +$20.3K | 0.13% | 102 |
|
|
2024
Q1 | $541K | Sell |
32,300
-321
| -1% | -$5.38K | 0.12% | 114 |
|
|
2023
Q4 | $588K | Buy |
32,621
+309
| +1% | +$5.57K | 0.14% | 95 |
|
|
2023
Q3 | $521K | Sell |
32,312
-1,125
| -3% | -$18.1K | 0.15% | 89 |
|
|
2023
Q2 | $578K | Buy |
+33,437
| New | +$578K | 0.15% | 87 |
|