Toth Financial Advisory’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,368
| Closed | -$24.7K | – | 754 |
|
|
2023
Q4 | $24.7K | Sell |
1,368
-798
| -37% | -$14.4K | ﹤0.01% | 359 |
|
|
2023
Q3 | $34.9K | Buy |
+2,166
| New | +$34.9K | 0.01% | 301 |
|
|
2023
Q2 | – | Sell |
-39
| Closed | -$631 | – | 856 |
|
|
2023
Q1 | $631 | Buy |
+39
| New | +$631 | ﹤0.01% | 763 |
|