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Balboa Wealth Partners’s PG&E PCG Stock Holding History

Balboa Wealth Partners’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-24,427
Closed -$397K – 317
2022
Q4 		$397K Sell
24,427
-1,876
-7% -$30.5K 0.18% 125
2022
Q3 		$329K Buy
+26,303
New +$329K 0.14% 125