FIA
Foundations Investment Advisors’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
17,583
-16,924
| -49% | -$236K | ﹤0.01% | 813 |
|
|
2025
Q1 | $593K | Buy |
34,507
+17,312
| +101% | +$297K | 0.01% | 533 |
|
|
2024
Q4 | $347K | Buy |
17,195
+402
| +2% | +$8.11K | 0.01% | 622 |
|
|
2024
Q3 | $332K | Buy |
16,793
+96
| +0.6% | +$1.9K | 0.01% | 607 |
|
|
2024
Q2 | $292K | Buy |
16,697
+118
| +0.7% | +$2.06K | 0.01% | 614 |
|
|
2024
Q1 | $278K | Hold |
16,579
| – | – | 0.01% | 598 |
|
|
2023
Q4 | $284K | Buy |
16,579
+10
| +0.1% | +$171 | 0.01% | 562 |
|
|
2023
Q3 | $267K | Hold |
16,569
| – | – | 0.01% | 536 |
|
|
2023
Q2 | $286K | Buy |
+16,569
| New | +$286K | 0.01% | 481 |
|