Institute for Wealth Management’s PG&E PCG Stock Holding History

Institute for Wealth Management’s Portfolio PCG Stock Details PCG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$393K	Buy
2017 Q3	–	Sell
2017 Q2	$374K	Buy
2014 Q4	–	Sell
2014 Q3	$5K	Hold
2014 Q2	$5K	Hold
2014 Q1	$5K	Hold
2013 Q4	$4K	Hold
2013 Q3	$4K	Hold
2013 Q2	$5K	Buy