True Wealth Design’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 | $157K | Buy |
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|
2025
Q2 | $1.06K | Sell |
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|
2025
Q1 | $119K | Buy |
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|
2024
Q4 | $36.9K | Buy |
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|
2024
Q3 | $2.71K | Buy |
|
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|
2024
Q2 | $1.1K | Buy |
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|
2024
Q1 | $822 | Buy |
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|
2023
Q4 | $505 | Hold |
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|
2023
Q3 | $452 | Hold |
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|
2023
Q2 | $484 | Hold |
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|
2023
Q1 | $453 | Hold |
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|
2022
Q4 | $455 | Buy |
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