CVA Family Office’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 | $16.5K | Sell |
1,182
-367
| -24% | -$5.12K | ﹤0.01% | 727 |
|
|
2025
Q1 | $26.6K | Sell |
1,549
-1,131
| -42% | -$19.4K | ﹤0.01% | 637 |
|
|
2024
Q4 | $54.1K | Buy |
2,680
+359
| +15% | +$7.25K | 0.01% | 506 |
|
|
2024
Q3 | $45.9K | Buy |
2,321
+61
| +3% | +$1.21K | 0.01% | 526 |
|
|
2024
Q2 | $39.5K | Hold |
2,260
| – | – | 0.01% | 537 |
|
|
2024
Q1 | $37.9K | Sell |
2,260
-110
| -5% | -$1.84K | 0.01% | 534 |
|
|
2023
Q4 | $42.7K | Buy |
+2,370
| New | +$42.7K | 0.01% | 505 |
|
|
2023
Q3 | – | Sell |
-1,515
| Closed | -$26.2K | – | 736 |
|
|
2023
Q2 | $26.2K | Hold |
1,515
| – | – | 0.01% | 565 |
|
|
2023
Q1 | $24.5K | Buy |
1,515
+60
| +4% | +$970 | 0.01% | 555 |
|
|
2022
Q4 | $23.7K | Buy |
+1,455
| New | +$23.7K | 0.01% | 532 |
|