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SVA Wealth Management’s PG&E PCG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-3,882
Closed -$207K 212
2014
Q4
$207K Buy
+3,882
New +$207K 0.08% 176
2014
Q1
Sell
-6,896
Closed -$278K 156
2013
Q4
$278K Buy
+6,896
New +$278K 0.17% 119