VisionPoint Advisory Group’s PG&E PCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-608	Closed	-$11K	–	849
2023 Q4	$11K	Sell	608 -275	-31%	-$4.96K	﹤0.01%	410
2023 Q3	$14.2K	Sell	883 -232	-21%	-$3.74K	0.01%	415
2023 Q2	$19.3K	Buy	+1,115	New	+$19.3K	0.01%	285