KWA
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Kingswood Wealth Advisors’s PG&E PCG Stock Holding History

Kingswood Wealth Advisors’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,937
Closed -$215K – 678
2023
Q4 		$215K Buy
+11,937
New +$215K 0.02% 563