Rise Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Buy |
1,332
+2
| +0.2% | +$28 | 0.01% | 582 |
|
|
2025
Q1 | $22.9K | Buy |
1,330
+37
| +3% | +$636 | 0.01% | 436 |
|
|
2024
Q4 | $26.1K | Buy |
1,293
+1
| +0.1% | +$20 | 0.01% | 474 |
|
|
2024
Q3 | $25.6K | Hold |
1,292
| – | – | 0.01% | 509 |
|
|
2024
Q2 | $22.6K | Buy |
1,292
+1
| +0.1% | +$17 | 0.01% | 547 |
|
|
2024
Q1 | $21.6K | Buy |
+1,291
| New | +$21.6K | 0.01% | 598 |
|