Institutional & Family Asset Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $24.4K | Buy |
1,399
+544
| +64% | +$9.5K | ﹤0.01% | 311 |
|
|
2024
Q1 | $14.3K | Hold |
855
| – | – | ﹤0.01% | 364 |
|
|
2023
Q4 | $15.4K | Hold |
855
| – | – | ﹤0.01% | 338 |
|
|
2023
Q3 | $13.8K | Hold |
855
| – | – | ﹤0.01% | 342 |
|
|
2023
Q2 | $14.8K | Hold |
855
| – | – | ﹤0.01% | 345 |
|
|
2023
Q1 | $13.8K | Hold |
855
| – | – | ﹤0.01% | 345 |
|
|
2022
Q4 | $13.9K | Hold |
855
| – | – | ﹤0.01% | 342 |
|
|
2022
Q3 | $11K | Hold |
855
| – | – | ﹤0.01% | 377 |
|
|
2022
Q2 | $9K | Hold |
855
| – | – | ﹤0.01% | 404 |
|
|
2022
Q1 | $10K | Hold |
855
| – | – | ﹤0.01% | 442 |
|
|
2021
Q4 | $10K | Hold |
855
| – | – | ﹤0.01% | 446 |
|
|
2021
Q3 | $8K | Hold |
855
| – | – | ﹤0.01% | 587 |
|
|
2021
Q2 | $9K | Hold |
855
| – | – | ﹤0.01% | 612 |
|
|
2021
Q1 | $10K | Hold |
855
| – | – | ﹤0.01% | 571 |
|
|
2020
Q4 | $11K | Hold |
855
| – | – | ﹤0.01% | 515 |
|
|
2020
Q3 | $8K | Hold |
855
| – | – | ﹤0.01% | 520 |
|
|
2020
Q2 | $8K | Buy |
+855
| New | +$8K | ﹤0.01% | 517 |
|