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Simplicity Wealth’s PG&E PCG Stock Holding History

Simplicity Wealth’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-40,520
Closed -$707K – 1002
2024
Q2 		$707K Sell
40,520
-3,495
-8% -$61K 0.02% 633
2024
Q1 		$738K Buy
+44,015
New +$738K 0.02% 611