TFO Wealth Partners’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22
| Closed | -$369 | – | 568 |
|
|
2024
Q1 | $369 | Hold |
22
| – | – | ﹤0.01% | 342 |
|
|
2023
Q4 | $397 | Sell |
22
-33
| -60% | -$596 | ﹤0.01% | 410 |
|
|
2023
Q3 | $950 | Buy |
55
+33
| +150% | +$570 | ﹤0.01% | 296 |
|
|
2023
Q2 | $380 | Hold |
22
| – | – | ﹤0.01% | 341 |
|
|
2023
Q1 | $356 | Buy |
22
+17
| +340% | +$275 | ﹤0.01% | 324 |
|
|
2022
Q4 | $317 | Buy |
+5
| New | +$317 | ﹤0.01% | 549 |
|
|
2022
Q3 | – | Sell |
-204
| Closed | -$2K | – | 391 |
|
|
2022
Q2 | $2K | Buy |
+204
| New | +$2K | ﹤0.01% | 337 |
|