EverSource Wealth Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Sell |
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|
2025
Q1 | $203K | Buy |
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|
2024
Q4 | $161K | Buy |
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|
2024
Q3 | $138K | Buy |
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|
2024
Q2 | $125K | Buy |
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|
2024
Q1 | $102K | Buy |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $94.4K | Buy |
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|
2023
Q2 | $95.3K | Sell |
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|
2023
Q1 | $92.3K | Buy |
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|
2022
Q4 | $12.9K | Buy |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Buy |
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