Creative Financial Designs’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 |
-163
| Closed | -$3.29K | – | 2112 |
|
|
2024
Q4 | $3.29K | Buy |
+163
| New | +$3.29K | ﹤0.01% | 1502 |
|
|
2022
Q2 | – | Sell |
-400
| Closed | -$5K | – | 1326 |
|
|
2022
Q1 | $5K | Sell |
400
-1,650
| -80% | -$20.6K | ﹤0.01% | 1046 |
|
|
2021
Q4 | $25K | Buy |
2,050
+250
| +14% | +$3.05K | ﹤0.01% | 713 |
|
|
2021
Q3 | $17K | Hold |
1,800
| – | – | ﹤0.01% | 903 |
|
|
2021
Q2 | $18K | Buy |
+1,800
| New | +$18K | ﹤0.01% | 890 |
|