WESPAC Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,515
| Closed | -$550K | – | 179 |
|
|
2023
Q4 | $550K | Buy |
30,515
+1,746
| +6% | +$31.5K | 0.38% | 85 |
|
|
2023
Q3 | $464K | Buy |
28,769
+1,878
| +7% | +$30.3K | 0.35% | 92 |
|
|
2023
Q2 | $465K | Hold |
26,891
| – | – | 0.37% | 79 |
|
|
2023
Q1 | $435K | Buy |
+26,891
| New | +$435K | 0.41% | 73 |
|