KWM
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Kingsview Wealth Management’s PG&E PCG Stock Holding History

Kingsview Wealth Management’s Portfolio PCG Stock Details PCG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,813
Closed -$260K – 324
2017
Q3 		$260K Buy
3,813
+265
+7% +$18.1K 0.11% 231
2017
Q2 		$235K Hold
3,548
– – 0.12% 216
2017
Q1 		$235K Buy
+3,548
New +$235K 0.14% 201