Coppell Advisory Solutions’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 |
-825
| Closed | -$16.6K | – | 1411 |
|
|
2024
Q4 | $16.6K | Buy |
825
+810
| +5,400% | +$16.3K | ﹤0.01% | 937 |
|
|
2024
Q3 | $297 | Hold |
15
| – | – | ﹤0.01% | 1700 |
|
|
2024
Q2 | $262 | Buy |
+15
| New | +$262 | ﹤0.01% | 1634 |
|
|
2023
Q4 | $270 | Sell |
15
-18
| -55% | -$324 | ﹤0.01% | 1580 |
|
|
2023
Q3 | $537 | Buy |
33
+18
| +120% | +$293 | ﹤0.01% | 1006 |
|
|
2023
Q2 | $256 | Buy |
+15
| New | +$256 | ﹤0.01% | 1299 |
|
|
2023
Q1 | – | Sell |
-33
| Closed | -$537 | – | 804 |
|
|
2022
Q4 | $537 | Buy |
+33
| New | +$537 | ﹤0.01% | 1012 |
|