Delos Wealth Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-61
| Closed | -$1.1K | – | 432 |
|
|
2023
Q4 | $1.1K | Hold |
61
| – | – | ﹤0.01% | 180 |
|
|
2023
Q3 | $995 | Hold |
61
| – | – | ﹤0.01% | 222 |
|
|
2023
Q2 | $1.06K | Hold |
61
| – | – | ﹤0.01% | 212 |
|
|
2023
Q1 | $987 | Hold |
61
| – | – | ﹤0.01% | 222 |
|
|
2022
Q4 | $992 | Hold |
61
| – | – | ﹤0.01% | 236 |
|
|
2022
Q3 | $1K | Buy |
+61
| New | +$1K | ﹤0.01% | 262 |
|