DWM
Diversify Wealth Management’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
37,029
-857
| -2% | -$13.2K | 0.04% | 351 |
|
|
2025
Q1 | $657K | Sell |
37,886
-1,109
| -3% | -$19.2K | 0.05% | 307 |
|
|
2024
Q4 | $670K | Sell |
38,995
-3,674
| -9% | -$63.1K | 0.05% | 291 |
|
|
2024
Q3 | $878K | Sell |
42,669
-8,093
| -16% | -$167K | 0.08% | 213 |
|
|
2024
Q2 | $904K | Buy |
+50,762
| New | +$904K | 0.11% | 172 |
|