PWG
Portside Wealth Group’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Buy |
69,921
+1,256
| +2% | +$17.5K | 0.14% | 150 |
|
|
2025
Q1 | $1.18M | Buy |
68,665
+8,498
| +14% | +$146K | 0.19% | 116 |
|
|
2024
Q4 | $1.21M | Sell |
60,167
-1,602
| -3% | -$32.3K | 0.2% | 112 |
|
|
2024
Q3 | $1.22M | Sell |
61,769
-12,185
| -16% | -$241K | 0.21% | 113 |
|
|
2024
Q2 | $1.29M | Sell |
73,954
-5,276
| -7% | -$92.1K | 0.25% | 100 |
|
|
2024
Q1 | $1.33M | Buy |
79,230
+1,276
| +2% | +$21.4K | 0.25% | 97 |
|
|
2023
Q4 | $1.41M | Sell |
77,954
-10,368
| -12% | -$187K | 0.26% | 97 |
|
|
2023
Q3 | $1.43M | Buy |
88,322
+1,747
| +2% | +$28.2K | 0.27% | 95 |
|
|
2023
Q2 | $1.5M | Buy |
+86,575
| New | +$1.5M | 0.28% | 90 |
|