FirstPurpose Wealth’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $323K | Sell |
19,334
-385
| -2% | -$6.44K | 0.12% | 155 |
|
|
2023
Q4 | $356K | Buy |
19,719
+792
| +4% | +$14.3K | 0.14% | 139 |
|
|
2023
Q3 | $305K | Buy |
18,927
+396
| +2% | +$6.39K | 0.13% | 138 |
|
|
2023
Q2 | $320K | Buy |
18,531
+801
| +5% | +$13.8K | 0.14% | 129 |
|
|
2023
Q1 | $287K | Buy |
17,730
+352
| +2% | +$5.69K | 0.14% | 134 |
|
|
2022
Q4 | $283K | Buy |
17,378
+1,561
| +10% | +$25.4K | 0.16% | 124 |
|
|
2022
Q3 | $198K | Buy |
15,817
+3,707
| +31% | +$46.4K | 0.13% | 145 |
|
|
2022
Q2 | $121K | Buy |
12,110
+1,132
| +10% | +$11.3K | 0.08% | 136 |
|
|
2022
Q1 | $131K | Buy |
+10,978
| New | +$131K | 0.1% | 136 |
|