Avitas Wealth Management’s PG&E PCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-38,470
Closed -$385K 175
2019
Q3
$385K Buy
38,470
+17,274
+81% +$173K 0.11% 151
2019
Q2
$486K Sell
21,196
-536
-2% -$12.3K 0.14% 146
2019
Q1
$387K Buy
+21,732
New +$387K 0.11% 149