Alta Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,661
| Closed | -$407K | – | 144 |
|
|
2022
Q1 | $407K | Buy |
2,661
+290
| +12% | +$44.4K | 0.24% | 113 |
|
|
2021
Q4 | $388K | Buy |
2,371
+21
| +0.9% | +$3.44K | 0.24% | 115 |
|
|
2021
Q3 | $329K | Sell |
2,350
-7
| -0.3% | -$980 | 0.24% | 121 |
|
|
2021
Q2 | $318K | Buy |
2,357
+1
| +0% | +$135 | 0.23% | 121 |
|
|
2021
Q1 | $319K | Sell |
2,356
-189
| -7% | -$25.6K | 0.27% | 115 |
|
|
2020
Q4 | $354K | Buy |
+2,545
| New | +$354K | 0.3% | 107 |
|