YWP
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YorkBridge Wealth Partners’s PG&E PCG Stock Holding History

YorkBridge Wealth Partners’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-828
Closed -$38K – 759
2018
Q3 		$38K Hold
828
– – 0.02% 388
2018
Q2 		$35K Hold
828
– – 0.02% 405
2018
Q1 		$37K Hold
828
– – 0.02% 401
2017
Q4 		$33K Sell
828
-108
-12% -$6.05K 0.02% 418
2017
Q3 		$64K Hold
936
– – 0.03% 345
2017
Q2 		$61K Buy
936
+146
+18% +$9.83K 0.03% 346
2017
Q1 		$53K Buy
+790
New +$50.4K 0.03% 365

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