Caerus Investment Advisors’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,338
Closed -$203K 52
2022
Q4
$203K Buy
+1,338
New +$203K 0.31% 41
2022
Q1
Sell
-608
Closed -$99K 66
2021
Q4
$99K Buy
+608
New +$99K 0.11% 64