Optimum Investment Advisors’s PG&E PCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$17.2K Buy
2018
Q3
Sell
2018
Q2
$7K Hold
2018
Q1
$7K Buy
2015
Q1
$9K Hold
2014
Q4
$9K Hold
2014
Q3
$7K Hold
2014
Q2
$8K Hold
2014
Q1
$7K Hold
2013
Q4
$7K Hold
2013
Q3
$7K Buy