EverSource Wealth Advisors’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Sell |
11,575
-230
| -2% | -$3.21K | 0.01% | 957 |
|
|
2025
Q1 | $203K | Buy |
11,805
+3,834
| +48% | +$65.9K | 0.01% | 654 |
|
|
2024
Q4 | $161K | Buy |
7,971
+996
| +14% | +$20.1K | 0.01% | 739 |
|
|
2024
Q3 | $138K | Buy |
6,975
+145
| +2% | +$2.87K | 0.01% | 685 |
|
|
2024
Q2 | $125K | Buy |
6,830
+863
| +14% | +$15.8K | 0.01% | 718 |
|
|
2024
Q1 | $102K | Buy |
5,967
+209
| +4% | +$3.58K | 0.01% | 695 |
|
|
2023
Q4 | $104K | Sell |
5,758
-94
| -2% | -$1.7K | 0.01% | 623 |
|
|
2023
Q3 | $94.4K | Buy |
5,852
+337
| +6% | +$5.44K | 0.01% | 583 |
|
|
2023
Q2 | $95.3K | Sell |
5,515
-191
| -3% | -$3.3K | 0.01% | 596 |
|
|
2023
Q1 | $92.3K | Buy |
5,706
+4,910
| +617% | +$79.4K | 0.01% | 564 |
|
|
2022
Q4 | $12.9K | Buy |
796
+638
| +404% | +$10.4K | ﹤0.01% | 1232 |
|
|
2022
Q3 | $2K | Hold |
158
| – | – | ﹤0.01% | 1708 |
|
|
2022
Q2 | $2K | Hold |
158
| – | – | ﹤0.01% | 1543 |
|
|
2022
Q1 | $2K | Hold |
158
| – | – | ﹤0.01% | 1559 |
|
|
2021
Q4 | $2K | Buy |
+158
| New | +$2K | ﹤0.01% | 1596 |
|