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Impact Partnership Wealth’s PG&E PCG Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-120
Closed -$1.94K – 1031
2023
Q3 		$1.94K Sell
120
-20,252
-99% -$327K ﹤0.01% 838
2023
Q2 		$352K Buy
+20,372
New +$352K 0.12% 110