CWMU
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Caliber Wealth Management (Utah)’s Procter & Gamble PG Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,164
Closed -$328K – 82
2022
Q4 		$328K Buy
+2,164
New +$328K 0.25% 71