Rebalance’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,371
| Closed | -$451K | – | 102 |
|
|
2024
Q4 | $451K | Buy |
22,371
+11
| +0% | +$222 | 0.03% | 77 |
|
|
2024
Q3 | $442K | Hold |
22,360
| – | – | 0.03% | 72 |
|
|
2024
Q2 | $390K | Hold |
22,360
| – | – | 0.03% | 70 |
|
|
2024
Q1 | $375K | Buy |
22,360
+5,275
| +31% | +$88.4K | 0.03% | 70 |
|
|
2023
Q4 | $308K | Hold |
17,085
| – | – | 0.03% | 73 |
|
|
2023
Q3 | $276K | Hold |
17,085
| – | – | 0.03% | 70 |
|
|
2023
Q2 | $295K | Hold |
17,085
| – | – | 0.03% | 69 |
|
|
2023
Q1 | $276K | Buy |
+17,085
| New | +$276K | 0.03% | 68 |
|