FTWA
Fifth Third Wealth Advisors’s PG&E PCG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $222K | Buy |
15,912
+4,103
| +35% | +$57.2K | 0.01% | 668 |
|
2025
Q1 | $203K | Sell |
11,809
-1,304
| -10% | -$22.4K | 0.01% | 677 |
|
2024
Q4 | $265K | Sell |
13,113
-99
| -0.7% | -$2K | 0.01% | 548 |
|
2024
Q3 | $261K | Buy |
13,212
+974
| +8% | +$19.3K | 0.02% | 530 |
|
2024
Q2 | $214K | Buy |
+12,238
| New | +$214K | 0.02% | 573 |
|