JWM
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Jeppson Wealth Management’s PG&E PCG Stock Holding History

Jeppson Wealth Management’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,500
Closed -$33K – 356
2020
Q3 		$33K Buy
+3,500
New +$33K 0.03% 270