Spire Wealth Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.3K | Sell |
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|
2025
Q2 | $15.5K | Sell |
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|
2025
Q1 | $22.3K | Sell |
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|
2024
Q4 | $40K | Buy |
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|
2024
Q3 | $31.6K | Buy |
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|
2024
Q2 | $26.4K | Sell |
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|
2024
Q1 | $29.9K | Buy |
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|
2023
Q4 | $24.4K | Buy |
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|
2023
Q3 | $22.9K | Buy |
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|
2023
Q2 | $18.1K | Sell |
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|
2023
Q1 | $20.3K | Sell |
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|
2022
Q4 | $23K | Buy |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $36K | Buy |
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