Alterity Financial Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,435
| Closed | -$213K | – | 80 |
|
2023
Q1 | $213K | Buy |
1,435
+101
| +8% | +$15K | 0.31% | 72 |
|
2022
Q4 | $202K | Buy |
+1,334
| New | +$202K | 0.33% | 71 |
|
2022
Q3 | – | Sell |
-1,795
| Closed | -$258K | – | 82 |
|
2022
Q2 | $258K | Buy |
+1,795
| New | +$258K | 0.38% | 67 |
|
2021
Q4 | $376K | Buy |
+2,297
| New | +$376K | 0.4% | 64 |
|
2021
Q1 | $278K | Buy |
+1,818
| New | +$278K | 0.34% | 67 |
|