PF
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Phoenix Financial’s PG&E PCG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-44,000
Closed -$719K 353
2023
Q3
$719K Sell
44,000
-34,000
-44% -$555K 0.01% 221
2023
Q2
$1.34M Buy
+78,000
New +$1.34M 0.03% 191