Monterey Private Wealth, Inc. PCG Holdings History
Number of Shares
26,331.00
Current Holdings Value*
$452,370.00
% of Portfolio
0.13%
Total Estimate Gain
$-72,146.94
% of Total Estimate Gain
-16.52%
Monterey Private Wealth, Inc.'s PG&E Corp Holding Summary
As of 2025-03-31, Monterey Private Wealth, Inc. held 26,331.00 shares of PG&E Corp(PCG), totaling $452,370.00. This investment constitutes 0.13% of their stock portfolio, and Monterey Private Wealth, Inc. now holds 0% of the outstanding PG&E Corp(PCG) stock.
The initial trade took place in 2025Q1. And since then Monterey Private Wealth, Inc. has made 1 purchases of PCG, at an average price of $16.59, for a total of 26,331.00 shares. Based on historical transaction data and PCG's current price of $13.85, Monterey Private Wealth, Inc.'s estimated gain on his PCG holdings is $-72,146.94, reflecting a -16.52% gain to date.
Monterey Private Wealth, Inc. PCG ($13.85) Holding Chart
Monterey Private Wealth, Inc. PCG ($13.85) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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