AWM
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Aviso Wealth Management’s PG&E PCG Stock Holding History

Aviso Wealth Management’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,893
Closed -$367K – 154
2024
Q1 		$367K Sell
21,893
-41,498
-65% -$696K 0.23% 102
2023
Q4 		$1.14M Buy
+63,391
New +$1.14M 0.83% 30