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Chapin Davis’s PG&E PCG Stock Holding History

Chapin Davis’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
Q2 		– Sell
-97,657
Closed -$1.58M – 232
2023
Q1 		$1.58M Sell
97,657
-31,356
-24% -$507K 0.82% 29
2022
Q4 		$2.1M Buy
+129,013
New +$2.1M 1.22% 18