Golden State Wealth Management’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 | $46.5K | Sell |
3,334
-135
| -4% | -$1.88K | 0.01% | 665 |
|
|
2025
Q1 | $59.6K | Buy |
3,469
+2,816
| +431% | +$48.4K | 0.01% | 559 |
|
|
2024
Q4 | $13.2K | Buy |
+653
| New | +$13.2K | ﹤0.01% | 882 |
|
|
2021
Q1 | – | Sell |
-10,531
| Closed | -$131K | – | 228 |
|
|
2020
Q4 | $131K | Buy |
10,531
+4,154
| +65% | +$51.7K | 0.04% | 236 |
|
|
2020
Q3 | $60K | Buy |
+6,377
| New | +$60K | 0.02% | 313 |
|
|
2020
Q2 | – | Sell |
-3,276
| Closed | -$29K | – | 679 |
|
|
2020
Q1 | $29K | Buy |
+3,276
| New | +$29K | 0.01% | 449 |
|
|
2019
Q4 | – | Sell |
-3,965
| Closed | -$40K | – | 661 |
|
|
2019
Q3 | $40K | Buy |
3,965
+300
| +8% | +$3.03K | 0.01% | 477 |
|
|
2019
Q2 | $84K | Hold |
3,665
| – | – | 0.03% | 356 |
|
|
2019
Q1 | $65K | Buy |
+3,665
| New | +$65K | 0.02% | 392 |
|