True Wealth Design’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 | $1.06K | Sell |
76
-6,857
| -99% | -$95.6K | ﹤0.01% | 1440 |
|
|
2025
Q1 | $119K | Buy |
6,933
+5,106
| +279% | +$87.7K | 0.05% | 71 |
|
|
2024
Q4 | $36.9K | Buy |
1,827
+1,690
| +1,234% | +$34.1K | 0.01% | 226 |
|
|
2024
Q3 | $2.71K | Buy |
137
+74
| +117% | +$1.46K | ﹤0.01% | 703 |
|
|
2024
Q2 | $1.1K | Buy |
63
+14
| +29% | +$244 | ﹤0.01% | 490 |
|
|
2024
Q1 | $822 | Buy |
49
+21
| +75% | +$352 | ﹤0.01% | 507 |
|
|
2023
Q4 | $505 | Hold |
28
| – | – | ﹤0.01% | 468 |
|
|
2023
Q3 | $452 | Hold |
28
| – | – | ﹤0.01% | 444 |
|
|
2023
Q2 | $484 | Hold |
28
| – | – | ﹤0.01% | 451 |
|
|
2023
Q1 | $453 | Hold |
28
| – | – | ﹤0.01% | 547 |
|
|
2022
Q4 | $455 | Buy |
+28
| New | +$455 | ﹤0.01% | 477 |
|