WR Wealth Planners’s PG&E PCG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$2.4K	Buy	119 +20	+20%	+$404	﹤0.01%	826
2024 Q3	$1.96K	Hold	99	–	–	﹤0.01%	914
2024 Q2	$1.73K	Buy	99 +31	+46%	+$541	﹤0.01%	910
2024 Q1	$1.14K	Buy	+68	New	+$1.14K	﹤0.01%	955