4J Wealth Management’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,338
Closed -$203K 87
2023
Q2
$203K Buy
+1,338
New +$203K 0.2% 84
2022
Q2
Sell
-1,346
Closed -$206K 80
2022
Q1
$206K Hold
1,346
0.18% 75
2021
Q4
$220K Buy
+1,346
New +$220K 0.19% 71