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Avantra Family Wealth’s PG&E PCG Stock Holding History

Avantra Family Wealth’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$439K Buy
31,483
+7,859
+33% +$110K 0.36% 83
2025
Q1 		$406K Buy
23,624
+3,234
+16% +$55.6K 0.39% 92
2024
Q4 		$411K Buy
+20,390
New +$411K 0.38% 98