VT
Vise Technologies’s PG&E PCG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $188K | Buy |
+13,475
| New | +$188K | 0.01% | 999 |
|
2024
Q4 | $252K | Buy |
+12,489
| New | +$252K | 0.02% | 675 |
|
2024
Q1 | – | Sell |
-15,945
| Closed | -$287K | – | 394 |
|
2023
Q4 | $287K | Sell |
15,945
-7,392
| -32% | -$133K | 0.06% | 280 |
|
2023
Q3 | $376K | Buy |
23,337
+3,648
| +19% | +$58.8K | 0.09% | 211 |
|
2023
Q2 | $340K | Sell |
19,689
-402
| -2% | -$6.95K | 0.08% | 228 |
|
2023
Q1 | $325K | Sell |
20,091
-1,862
| -8% | -$30.1K | 0.09% | 235 |
|
2022
Q4 | $357K | Buy |
21,953
+5,328
| +32% | +$86.6K | 0.11% | 200 |
|
2022
Q3 | $208K | Buy |
+16,625
| New | +$208K | 0.08% | 277 |
|