Level Four Advisory Services’s PG&E PCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,066
Closed -$223K 779
2024
Q4
$223K Buy
11,066
+772
+7% +$15.6K 0.01% 699
2024
Q3
$208K Buy
+10,294
New +$208K 0.01% 720