PS
Planned Solutions’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,076
| Closed | -$41K | – | 476 |
|
|
2024
Q3 | $41K | Buy |
+2,076
| New | +$41K | 0.02% | 321 |
|
|
2024
Q1 | – | Sell |
-2,076
| Closed | -$37.4K | – | 411 |
|
|
2023
Q4 | $37.4K | Buy |
+2,076
| New | +$37.4K | 0.02% | 313 |
|
|
2021
Q1 | – | Sell |
-98
| Closed | -$1K | – | 301 |
|
|
2020
Q4 | $1K | Hold |
98
| – | – | ﹤0.01% | 454 |
|
|
2020
Q3 | $1K | Buy |
+98
| New | +$1K | ﹤0.01% | 328 |
|