CreativeOne Wealth’s PG&E PCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$181K	Sell	12,980 -565	-4%	-$7.88K	﹤0.01%	1071
2025 Q1	$233K	Buy	+13,545	New	+$233K	0.01%	954