Private Advisory Group’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-33,326
| Closed | -$538K | – | 221 |
|
|
2023
Q3 | $538K | Buy |
33,326
+7,394
| +29% | +$119K | 0.11% | 132 |
|
|
2023
Q2 | $448K | Buy |
25,932
+978
| +4% | +$16.9K | 0.09% | 150 |
|
|
2023
Q1 | $404K | Sell |
24,954
-8,187
| -25% | -$132K | 0.09% | 146 |
|
|
2022
Q4 | $539K | Buy |
+33,141
| New | +$539K | 0.12% | 123 |
|