Rothschild Investment LLC’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 | $2.64K | Sell |
189
-287
| -60% | -$4K | ﹤0.01% | 1873 |
|
|
2025
Q1 | $8.18K | Sell |
476
-1,519
| -76% | -$26.1K | ﹤0.01% | 1231 |
|
|
2024
Q4 | $40.3K | Buy |
1,995
+105
| +6% | +$2.12K | ﹤0.01% | 830 |
|
|
2024
Q3 | $37.4K | Buy |
1,890
+151
| +9% | +$2.99K | ﹤0.01% | 849 |
|
|
2024
Q2 | $30.4K | Buy |
1,739
+709
| +69% | +$12.4K | ﹤0.01% | 878 |
|
|
2024
Q1 | $17.3K | Sell |
1,030
-850
| -45% | -$14.2K | ﹤0.01% | 954 |
|
|
2023
Q4 | $33.9K | Buy |
+1,880
| New | +$33.9K | ﹤0.01% | 737 |
|