CX Institutional’s PG&E PCG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $37K | Sell |
2,630
-11,341
| -81% | -$160K | ﹤0.01% | 898 |
|
2025
Q1 | $240K | Buy |
13,971
+3,629
| +35% | +$62.3K | 0.01% | 535 |
|
2024
Q4 | $209K | Buy |
+10,342
| New | +$209K | 0.01% | 511 |
|
2019
Q3 | – | Sell |
-40
| Closed | -$1K | – | 914 |
|
2019
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 885 |
|
2019
Q1 | – | Sell |
-33
| Closed | -$1K | – | 812 |
|
2018
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 506 |
|