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Everhart Financial Group’s PG&E PCG Stock Holding History

Everhart Financial Group’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,403
Closed -$230K – 344
2024
Q4 		$230K Buy
11,403
+159
+1% +$3.21K 0.05% 290
2024
Q3 		$222K Buy
+11,244
New +$222K 0.05% 299