MSWA
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Marshall & Sterling Wealth Advisors’s PG&E PCG Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio PCG Stock Details PCG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.56K Sell
255
-59
-19% -$823 ﹤0.01% 513
2025
Q1 		$5.39K Buy
+314
New +$5.39K ﹤0.01% 457