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One Wealth Management Investment & Advisory Services’s PG&E PCG Stock Holding History

One Wealth Management Investment & Advisory Services’s Portfolio PCG Stock Details PCG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,738
Closed -$222K – 112
2024
Q2 		$222K Sell
12,738
-490
-4% -$8.56K 0.09% 116
2024
Q1 		$222K Buy
13,228
+2,919
+28% +$48.9K 0.09% 123
2023
Q4 		$186K Buy
+10,309
New +$186K 0.08% 121