WealthPlan Investment Management’s PG&E PCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-243
Closed -$3.93K 437
2023
Q1
$3.93K Buy
+243
New +$3.93K ﹤0.01% 376