OneDigital Investment Advisors’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 | $253K | Buy |
+18,128
| New | +$253K | ﹤0.01% | 1262 |
|
|
2024
Q4 | – | Sell |
-14,753
| Closed | -$292K | – | 1486 |
|
|
2024
Q3 | $292K | Buy |
+14,753
| New | +$292K | ﹤0.01% | 1167 |
|
|
2024
Q1 | – | Sell |
-22,177
| Closed | -$400K | – | 1144 |
|
|
2023
Q4 | $400K | Buy |
+22,177
| New | +$400K | 0.01% | 803 |
|
|
2019
Q1 | – | Sell |
-4,555
| Closed | -$108K | – | 1176 |
|
|
2018
Q4 | $108K | Buy |
+4,555
| New | +$108K | 0.02% | 323 |
|