HWA
HHM Wealth Advisors’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-57
| Closed | -$1.15K | – | 1017 |
|
|
2024
Q4 | $1.15K | Buy |
+57
| New | +$1.15K | ﹤0.01% | 833 |
|
|
2021
Q1 | – | Sell |
-363
| Closed | -$5K | – | 604 |
|
|
2020
Q4 | $5K | Hold |
363
| – | – | ﹤0.01% | 468 |
|
|
2020
Q3 | $3K | Hold |
363
| – | – | ﹤0.01% | 458 |
|
|
2020
Q2 | $3K | Hold |
363
| – | – | ﹤0.01% | 442 |
|
|
2020
Q1 | $3K | Buy |
+363
| New | +$3K | ﹤0.01% | 421 |
|