Fortis Group Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167 | Hold |
12
| – | – | ﹤0.01% | 504 |
|
|
2025
Q1 | $206 | Hold |
12
| – | – | ﹤0.01% | 470 |
|
|
2024
Q4 | $242 | Hold |
12
| – | – | ﹤0.01% | 478 |
|
|
2024
Q3 | $237 | Hold |
12
| – | – | ﹤0.01% | 473 |
|
|
2024
Q2 | $210 | Hold |
12
| – | – | ﹤0.01% | 477 |
|
|
2024
Q1 | $201 | Sell |
12
-12
| -50% | -$201 | ﹤0.01% | 491 |
|
|
2023
Q4 | $432 | Buy |
24
+12
| +100% | +$216 | ﹤0.01% | 426 |
|
|
2023
Q3 | $194 | Buy |
+12
| New | +$194 | ﹤0.01% | 428 |
|
|
2020
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 473 |
|