EA
Everpar Advisors’s PG&E PCG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $205K | Sell |
14,722
-612
| -4% | -$8.53K | 0.09% | 258 |
|
2025
Q1 | $263K | Sell |
15,334
-2,485
| -14% | -$42.7K | 0.14% | 206 |
|
2024
Q4 | $360K | Buy |
17,819
+179
| +1% | +$3.61K | 0.18% | 151 |
|
2024
Q3 | $349K | Sell |
17,640
-5,945
| -25% | -$118K | 0.18% | 167 |
|
2024
Q2 | $412K | Buy |
23,585
+251
| +1% | +$4.38K | 0.21% | 155 |
|
2024
Q1 | $391K | Sell |
23,334
-31,270
| -57% | -$524K | 0.24% | 145 |
|
2023
Q4 | $985K | Buy |
+54,604
| New | +$985K | 0.46% | 57 |
|