Pcg Wealth Advisors, LLC Wisdomtree Tr U.S Largecap Div Transaction History

Pcg Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$58.89 - $66.53 $32,095 - $36,258	-545 Reduced 13.56%	3,475 $230,000
Q3 2023 Oct 19, 2023	SELL	$61.47 - $65.66 $1,844 - $1,969	-30 Reduced 0.74%	4,020 $247,000
Q2 2023 Jul 20, 2023	BUY	$60.35 - $63.6 $21,726 - $22,896	360 Added 9.76%	4,050 $257,000
Q1 2023 May 08, 2023	BUY	$59.37 - $64.16 $219,075 - $236,750	3,690 New	3,690 $228,000

448

40.7M

3.1K

Get notified when there are updates to the investment portfolio of Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Pcg Wealth Advisors, LLC with notifications on news.