TriaGen Wealth Management’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,392
| Closed | -$412K | – | 188 |
|
|
2024
Q4 | $412K | Buy |
20,392
+560
| +3% | +$11.3K | 0.14% | 118 |
|
|
2024
Q3 | $392K | Buy |
19,832
+101
| +0.5% | +$2K | 0.13% | 122 |
|
|
2024
Q2 | $345K | Buy |
19,731
+57
| +0.3% | +$995 | 0.13% | 126 |
|
|
2024
Q1 | $330K | Sell |
19,674
-435
| -2% | -$7.29K | 0.14% | 126 |
|
|
2023
Q4 | $363K | Buy |
20,109
+1,192
| +6% | +$21.5K | 0.17% | 113 |
|
|
2023
Q3 | $305K | Buy |
18,917
+18
| +0.1% | +$290 | 0.16% | 113 |
|
|
2023
Q2 | $327K | Buy |
18,899
+98
| +0.5% | +$1.69K | 0.15% | 126 |
|
|
2023
Q1 | $304K | Hold |
18,801
| – | – | 0.15% | 121 |
|
|
2022
Q4 | $306K | Buy |
+18,801
| New | +$306K | 0.17% | 128 |
|