Institutional & Family Asset Management’s PG&E PCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$24.4K	Buy	1,399 +544	+64%	+$9.57K	﹤0.01%	312
2024 Q1	$14.3K	Hold	855	–	–	﹤0.01%	366
2023 Q4	$15.4K	Hold	855	–	–	﹤0.01%	340
2023 Q3	$13.8K	Hold	855	–	–	﹤0.01%	343
2023 Q2	$14.8K	Hold	855	–	–	﹤0.01%	346
2023 Q1	$13.8K	Hold	855	–	–	﹤0.01%	346
2022 Q4	$13.9K	Hold	855	–	–	﹤0.01%	343
2022 Q3	$11K	Hold	855	–	–	﹤0.01%	378
2022 Q2	$9K	Hold	855	–	–	﹤0.01%	405
2022 Q1	$10K	Hold	855	–	–	﹤0.01%	445
2021 Q4	$10K	Hold	855	–	–	﹤0.01%	447
2021 Q3	$8K	Hold	855	–	–	﹤0.01%	589
2021 Q2	$9K	Hold	855	–	–	﹤0.01%	614
2021 Q1	$10K	Hold	855	–	–	﹤0.01%	572
2020 Q4	$11K	Hold	855	–	–	﹤0.01%	516
2020 Q3	$8K	Hold	855	–	–	﹤0.01%	523
2020 Q2	$8K	Buy	+855	New	+$9.32K	﹤0.01%	518