BSWA
Bromfield Sneider Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $83.6K | Hold |
515
| – | – | 0.05% | 58 |
|
|
2023
Q4 | $75.5K | Hold |
515
| – | – | 0.05% | 57 |
|
|
2023
Q3 | $75.1K | Hold |
515
| – | – | 0.06% | 54 |
|
|
2023
Q2 | $78.1K | Hold |
515
| – | – | 0.06% | 55 |
|
|
2023
Q1 | $76.6K | Hold |
515
| – | – | 0.06% | 53 |
|
|
2022
Q4 | $78.1K | Hold |
515
| – | – | 0.07% | 51 |
|
|
2022
Q3 | $65K | Hold |
515
| – | – | 0.08% | 50 |
|
|
2022
Q2 | $74K | Sell |
515
-495
| -49% | -$71.1K | 0.09% | 49 |
|
|
2022
Q1 | $154K | Buy |
+1,010
| New | +$154K | 0.16% | 37 |
|