RG
Retirement Group’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $235K | Hold |
14,000
| – | – | 0.08% | 100 |
|
|
2023
Q4 | $252K | Sell |
14,000
-34
| -0.2% | -$613 | 0.1% | 87 |
|
|
2023
Q3 | $226K | Buy |
14,034
+34
| +0.2% | +$548 | 0.09% | 94 |
|
|
2023
Q2 | $242K | Hold |
14,000
| – | – | 0.1% | 88 |
|
|
2023
Q1 | $226K | Buy |
14,000
+13,966
| +41,076% | +$225K | 0.1% | 84 |
|
|
2022
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 587 |
|
|
2022
Q3 | – | Sell |
-31,831
| Closed | -$318K | – | 716 |
|
|
2022
Q2 | $318K | Buy |
31,831
+1,016
| +3% | +$10.2K | 0.13% | 82 |
|
|
2022
Q1 | $368K | Buy |
30,815
+7,346
| +31% | +$87.7K | 0.14% | 77 |
|
|
2021
Q4 | $285K | Sell |
23,469
-3,971
| -14% | -$48.2K | 0.12% | 91 |
|
|
2021
Q3 | $263K | Sell |
27,440
-34
| -0.1% | -$326 | 0.12% | 97 |
|
|
2021
Q2 | $279K | Sell |
27,474
-37
| -0.1% | -$376 | 0.13% | 92 |
|
|
2021
Q1 | $322K | Sell |
27,511
-9,836
| -26% | -$115K | 0.15% | 95 |
|
|
2020
Q4 | $465K | Buy |
37,347
+10,000
| +37% | +$125K | 0.21% | 74 |
|
|
2020
Q3 | $257K | Buy |
27,347
+37
| +0.1% | +$348 | 0.14% | 110 |
|
|
2020
Q2 | $242K | Buy |
+27,310
| New | +$242K | 0.15% | 101 |
|
|
2019
Q4 | $63K | Buy |
+5,791
| New | +$63K | 0.04% | 210 |
|