Gen-Wealth Partners’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 | $9.02K | Buy |
647
+129
| +25% | +$1.8K | ﹤0.01% | 469 |
|
|
2025
Q1 | $8.9K | Sell |
518
-425
| -45% | -$7.3K | ﹤0.01% | 455 |
|
|
2024
Q4 | $19K | Sell |
943
-846
| -47% | -$17.1K | 0.01% | 428 |
|
|
2024
Q3 | $36.1K | Sell |
1,789
-328
| -15% | -$6.62K | 0.02% | 406 |
|
|
2024
Q2 | $37K | Sell |
2,117
-5,955
| -74% | -$104K | 0.02% | 392 |
|
|
2024
Q1 | $135K | Buy |
+8,072
| New | +$135K | 0.07% | 261 |
|