LGT Financial Advisors’s PG&E PCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,039	Closed	-$18.1K	–	771
2024 Q2	$18.1K	Buy	1,039 +49	+5%	+$856	0.04%	325
2024 Q1	$16.6K	Sell	990 -305	-24%	-$5.11K	0.02%	398
2023 Q4	$23.3K	Hold	1,295	–	–	0.03%	321
2023 Q3	$20.9K	Buy	+1,295	New	+$20.9K	0.03%	331