A detailed history of Pcg Wealth Advisors, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 2,628 shares of GRID stock, worth $329,708. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,628
Previous 2,625 0.11%
Holding current value
$329,708
Previous $303,000 10.23%
% of portfolio
0.14%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$110.06 - $128.44 $330 - $385
3 Added 0.11%
2,628 $334,000
Q2 2024

Jul 15, 2024

SELL
$109.73 - $121.69 $9,875 - $10,952
-90 Reduced 3.31%
2,625 $303,000
Q4 2023

Jan 29, 2024

SELL
$85.32 - $105.07 $4,266 - $5,253
-50 Reduced 1.81%
2,715 $284,000
Q3 2023

Oct 19, 2023

SELL
$93.06 - $107.86 $6,979 - $8,089
-75 Reduced 2.64%
2,765 $259,000
Q1 2023

May 08, 2023

SELL
$87.19 - $97.66 $5,231 - $5,859
-60 Reduced 2.07%
2,840 $277,000
Q4 2022

Feb 13, 2023

SELL
$73.72 - $93.58 $240,032 - $304,696
-3,256 Reduced 52.89%
2,900 $252,000
Q3 2022

Oct 12, 2022

BUY
$75.24 - $92.07 $231,739 - $283,575
3,080 Added 100.13%
6,156 $471,000
Q2 2022

Jul 13, 2022

SELL
$76.95 - $95.23 $4,540 - $5,618
-59 Reduced 1.88%
3,076 $239,000
Q1 2022

Apr 22, 2022

SELL
$83.69 - $103.52 $86,451 - $106,936
-1,033 Reduced 24.78%
3,135 $295,000
Q4 2021

Feb 10, 2022

BUY
$92.42 - $105.89 $385,206 - $441,349
4,168 New
4,168 $429,000

Others Institutions Holding GRID

About FIRST TR NASDAQ CLEAN EDGE SMA


  • Ticker GRID
  • Sector ETFs
  • Industry ETFs
More about GRID
Track This Portfolio

Track Pcg Wealth Advisors, LLC Portfolio

Follow Pcg Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pcg Wealth Advisors, LLC with notifications on news.