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Trek Financial’s PG&E PCG Stock Holding History

Trek Financial’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
Q2 		– Sell
-185,369
Closed -$3.11M – 439
2024
Q1 		$3.11M Buy
+185,369
New +$3.11M 0.25% 110