First Personal Financial Services’s PG&E PCG Stock Holding History

First Personal Financial Services’s Portfolio PCG Stock Details PCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$9.02K	Buy	456 +6	+1%	+$119	﹤0.01%	313
2024 Q2	$7.86K	Hold	450	–	–	﹤0.01%	292
2024 Q1	$7.54K	Hold	450	–	–	﹤0.01%	298
2023 Q4	$8.11K	Hold	450	–	–	﹤0.01%	313
2023 Q3	$7.26K	Hold	450	–	–	﹤0.01%	323
2023 Q2	$7.78K	Hold	450	–	–	﹤0.01%	325
2023 Q1	$7.28K	Buy	+450	New	+$7.28K	﹤0.01%	341
2022 Q4	–	Sell	-450	Closed	-$6K	–	422
2022 Q3	$6K	Hold	450	–	–	﹤0.01%	372
2022 Q2	$4K	Hold	450	–	–	﹤0.01%	311
2022 Q1	$5K	Hold	450	–	–	﹤0.01%	316
2021 Q4	$5K	Hold	450	–	–	﹤0.01%	316
2021 Q3	$4K	Hold	450	–	–	﹤0.01%	306
2021 Q2	$5K	Hold	450	–	–	﹤0.01%	306
2021 Q1	$5K	Hold	450	–	–	﹤0.01%	289
2020 Q4	$6K	Hold	450	–	–	﹤0.01%	292
2020 Q3	$4K	Hold	450	–	–	﹤0.01%	277
2020 Q2	$4K	Hold	450	–	–	﹤0.01%	283
2020 Q1	$4K	Hold	450	–	–	﹤0.01%	272
2019 Q4	$5K	Sell	450 -100	-18%	-$1.11K	﹤0.01%	311
2019 Q3	$6K	Hold	550	–	–	﹤0.01%	386
2019 Q2	$13K	Hold	550	–	–	﹤0.01%	469
2019 Q1	$10K	Sell	550 -2,711	-83%	-$49.3K	﹤0.01%	499
2018 Q4	$77K	Buy	3,261 +600	+23%	+$14.2K	0.03%	219
2018 Q3	$122K	Sell	2,661 -769	-22%	-$35.3K	0.04%	195
2018 Q2	$146K	Buy	3,430 +100	+3%	+$4.26K	0.05%	183
2018 Q1	$146K	Sell	3,330 -3,141	-49%	-$138K	0.03%	246
2017 Q4	$290K	Sell	6,471 -171	-3%	-$7.66K	0.06%	199
2017 Q3	$452K	Hold	6,642	–	–	0.1%	150
2017 Q2	$441K	Hold	6,642	–	–	0.1%	150
2017 Q1	$441K	Buy	6,642 +190	+3%	+$12.6K	0.11%	132
2016 Q4	$392K	Buy	6,452 +2,055	+47%	+$125K	0.1%	143
2016 Q3	$269K	Sell	4,397 -1,352	-24%	-$82.7K	0.08%	143
2016 Q2	$367K	Buy	5,749 +579	+11%	+$37K	0.13%	120
2016 Q1	$309K	Hold	5,170	–	–	0.15%	107
2015 Q4	$275K	Sell	5,170 -188	-4%	-$10K	0.15%	105
2015 Q3	$283K	Hold	5,358	–	–	0.17%	103
2015 Q2	$264K	Sell	5,358 -92	-2%	-$4.53K	0.16%	106
2015 Q1	$290K	Sell	5,450 -365	-6%	-$19.4K	0.18%	103
2014 Q4	$309K	Buy	+5,815	New	+$309K	0.18%	102