Optimum 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 | – | Sell |
-1,000
| Closed | -$17.2K | – | 631 |
|
|
2025
Q1 | $17.2K | Buy |
+1,000
| New | +$17.2K | 0.01% | 456 |
|
|
2018
Q3 | – | Sell |
-163
| Closed | -$7K | – | 1045 |
|
|
2018
Q2 | $7K | Hold |
163
| – | – | ﹤0.01% | 892 |
|
|
2018
Q1 | $7K | Buy |
+163
| New | +$7K | ﹤0.01% | 862 |
|
|
2015
Q1 | $9K | Hold |
163
| – | – | ﹤0.01% | 812 |
|
|
2014
Q4 | $9K | Hold |
163
| – | – | ﹤0.01% | 855 |
|
|
2014
Q3 | $7K | Hold |
163
| – | – | ﹤0.01% | 806 |
|
|
2014
Q2 | $8K | Hold |
163
| – | – | ﹤0.01% | 806 |
|
|
2014
Q1 | $7K | Hold |
163
| – | – | ﹤0.01% | 638 |
|
|
2013
Q4 | $7K | Hold |
163
| – | – | ﹤0.01% | 640 |
|
|
2013
Q3 | $7K | Buy |
+163
| New | +$7K | ﹤0.01% | 612 |
|