EWM
Evermay Wealth Management’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.6K | Hold |
4,775
| – | – | 0.01% | 298 |
|
|
2025
Q1 | $82K | Buy |
+4,775
| New | +$82K | 0.01% | 281 |
|
|
2024
Q4 | – | Sell |
-124
| Closed | -$2.45K | – | 604 |
|
|
2024
Q3 | $2.45K | Hold |
124
| – | – | ﹤0.01% | 534 |
|
|
2024
Q2 | $2.17K | Hold |
124
| – | – | ﹤0.01% | 539 |
|
|
2024
Q1 | $2.08K | Sell |
124
-20
| -14% | -$335 | ﹤0.01% | 540 |
|
|
2023
Q4 | $2.6K | Buy |
144
+20
| +16% | +$361 | ﹤0.01% | 507 |
|
|
2023
Q3 | $2K | Hold |
124
| – | – | ﹤0.01% | 498 |
|
|
2023
Q2 | $2.14K | Buy |
+124
| New | +$2.14K | ﹤0.01% | 484 |
|