DAS
Diversify Advisory Services’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
31,205
-37,661
| -55% | -$582K | 0.02% | 545 |
|
|
2025
Q1 | $1.19M | Buy |
68,866
+44,407
| +182% | +$770K | 0.07% | 191 |
|
|
2024
Q4 | $420K | Sell |
24,459
-2,233
| -8% | -$38.3K | 0.02% | 400 |
|
|
2024
Q3 | $549K | Sell |
26,692
-9,324
| -26% | -$192K | 0.03% | 362 |
|
|
2024
Q2 | $625K | Sell |
36,016
-30,955
| -46% | -$537K | 0.03% | 336 |
|
|
2024
Q1 | $1.11M | Buy |
+66,971
| New | +$1.11M | 0.07% | 234 |
|