Global Retirement Partners’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $170K | Sell |
|
|||||
|
2025
Q2 | $158K | Buy |
|
|||||
|
2024
Q4 | $242K | Buy |
|
|||||
|
2024
Q3 | $181K | Sell |
|
|||||
|
2024
Q2 | $193K | Buy |
|
|||||
|
2024
Q1 | $155K | Buy |
|
|||||
|
2023
Q4 | $147K | Sell |
|
|||||
|
2023
Q3 | $131K | Buy |
|
|||||
|
2023
Q2 | $146K | Hold |
|
|||||
|
2023
Q1 | $146K | Buy |
|
|||||
|
2022
Q4 | $117K | Sell |
|
|||||
|
2022
Q3 | $108K | Buy |
|
|||||
|
2022
Q2 | $65K | Hold |
|
|||||
|
2022
Q1 | $78K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $43K | Buy |
|
|||||
|
2021
Q2 | $17K | Sell |
|
|||||
|
2021
Q1 | $32K | Buy |
|
|||||
|
2020
Q4 | $14K | Hold |
|
|||||
|
2020
Q3 | $10K | Hold |
|
|||||
|
2020
Q2 | $10K | Buy |
|
|||||
|
2020
Q1 | $0 | Buy |
|
|||||
|
2019
Q4 | $0 | Hold |
|
|||||
|
2019
Q3 | $0 | Hold |
|
|||||
|
2019
Q2 | $0 | Hold |
|
|||||
|
2019
Q1 | $0 | Sell |
|
|||||
|
2018
Q4 | $2K | Sell |
|
|||||
|
2018
Q3 | $44K | Hold |
|
|||||
|
2018
Q2 | $41K | Sell |
|
|||||
|
2018
Q1 | $46K | Sell |
|
|||||
|
2017
Q4 | $50K | Buy |
|
|||||
|
2017
Q3 | $16K | Hold |
|
|||||
|
2017
Q2 | $15K | Sell |
|
|||||
|
2017
Q1 | $25K | Sell |
|
|||||
|
2016
Q4 | $55K | Buy |
|