TD Private Client Wealth’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 | $708K | Buy |
50,813
+2,953
| +6% | +$41.2K | 0.02% | 418 |
|
|
2025
Q1 | $822K | Buy |
47,860
+12,542
| +36% | +$215K | 0.02% | 377 |
|
|
2024
Q4 | $713K | Buy |
35,318
+63
| +0.2% | +$1.27K | 0.02% | 406 |
|
|
2024
Q3 | $697K | Buy |
35,255
+9,043
| +34% | +$179K | 0.02% | 418 |
|
|
2024
Q2 | $458K | Sell |
26,212
-1,891
| -7% | -$33K | 0.01% | 446 |
|
|
2024
Q1 | $471K | Buy |
28,103
+2,315
| +9% | +$38.8K | 0.02% | 455 |
|
|
2023
Q4 | $465K | Sell |
25,788
-1,301
| -5% | -$23.5K | 0.02% | 446 |
|
|
2023
Q3 | $437K | Buy |
27,089
+6,764
| +33% | +$109K | 0.02% | 434 |
|
|
2023
Q2 | $351K | Buy |
20,325
+665
| +3% | +$11.5K | 0.02% | 475 |
|
|
2023
Q1 | $318K | Buy |
19,660
+19,335
| +5,949% | +$313K | 0.01% | 486 |
|
|
2022
Q4 | $5.29K | Buy |
325
+285
| +713% | +$4.64K | ﹤0.01% | 1071 |
|
|
2022
Q3 | $500 | Hold |
40
| – | – | ﹤0.01% | 1190 |
|
|
2022
Q2 | $399 | Sell |
40
-52
| -57% | -$519 | ﹤0.01% | 1206 |
|
|
2022
Q1 | $1.1K | Buy |
92
+8
| +10% | +$95 | ﹤0.01% | 1207 |
|
|
2021
Q4 | $1.02K | Buy |
84
+48
| +133% | +$583 | ﹤0.01% | 1063 |
|
|
2021
Q3 | $346 | Hold |
36
| – | – | ﹤0.01% | 1192 |
|
|
2021
Q2 | $366 | Hold |
36
| – | – | ﹤0.01% | 1203 |
|
|
2021
Q1 | $422 | Hold |
36
| – | – | ﹤0.01% | 1140 |
|
|
2020
Q4 | $449 | Hold |
36
| – | – | ﹤0.01% | 1093 |
|
|
2020
Q3 | $338 | Buy |
+36
| New | +$338 | ﹤0.01% | 1071 |
|