Foundations Investment Advisors’s PG&E PCG Stock Holding History

Foundations Investment Advisors’s Portfolio PCG Stock Details PCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$245K	Sell
2025 Q1	$593K	Buy
2024 Q4	$347K	Buy
2024 Q3	$332K	Buy
2024 Q2	$292K	Buy
2024 Q1	$278K	Hold
2023 Q4	$284K	Buy
2023 Q3	$267K	Hold
2023 Q2	$286K	Buy