VWA
Valued Wealth Advisors’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Hold |
1,199
| – | – | 0.01% | 163 |
|
|
2025
Q1 | $20.6K | Buy |
1,199
+766
| +177% | +$13.2K | 0.01% | 153 |
|
|
2024
Q4 | $8.75K | Buy |
433
+36
| +9% | +$727 | 0.01% | 249 |
|
|
2024
Q3 | $7.85K | Buy |
397
+239
| +151% | +$4.73K | 0.01% | 245 |
|
|
2024
Q2 | $2.76K | Buy |
158
+89
| +129% | +$1.56K | ﹤0.01% | 341 |
|
|
2024
Q1 | $1.16K | Buy |
69
+38
| +123% | +$638 | ﹤0.01% | 424 |
|
|
2023
Q4 | $501 | Buy |
+31
| New | +$501 | ﹤0.01% | 435 |
|