Envestnet Portfolio Solutions’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
19,007
+754
| +4% | +$10.5K | ﹤0.01% | 1398 |
|
|
2025
Q1 | $314K | Sell |
18,253
-41,349
| -69% | -$710K | ﹤0.01% | 1268 |
|
|
2024
Q4 | $1.2M | Buy |
59,602
+39,790
| +201% | +$803K | ﹤0.01% | 842 |
|
|
2024
Q3 | $392K | Sell |
19,812
-884
| -4% | -$17.5K | ﹤0.01% | 1318 |
|
|
2024
Q2 | $361K | Buy |
20,696
+4,531
| +28% | +$79.1K | ﹤0.01% | 1274 |
|
|
2024
Q1 | $271K | Buy |
16,165
+2,982
| +23% | +$50K | ﹤0.01% | 1413 |
|
|
2023
Q4 | $238K | Buy |
13,183
+1,490
| +13% | +$26.9K | ﹤0.01% | 1417 |
|
|
2023
Q3 | $189K | Buy |
+11,693
| New | +$189K | ﹤0.01% | 1445 |
|