NWAG
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Net Worth Advisory Group’s PG&E PCG Stock Holding History

Net Worth Advisory Group’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$241K Sell
17,274
-8,252
-32% -$115K 0.05% 366
2025
Q1 		$439K Buy
25,526
+194
+0.8% +$3.33K 0.14% 176
2024
Q4 		$511K Sell
25,332
-1,351
-5% -$27.3K 0.16% 169
2024
Q3 		$528K Buy
+26,683
New +$528K 0.16% 170