CWA
Clarus Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,923
| Closed | -$596K | – | 143 |
|
|
2022
Q4 | $596K | Buy |
+3,923
| New | +$596K | 0.39% | 51 |
|
|
2020
Q4 | – | Sell |
-2,043
| Closed | -$285K | – | 144 |
|
|
2020
Q3 | $285K | Sell |
2,043
-417
| -17% | -$58.2K | 0.22% | 98 |
|
|
2020
Q2 | $301K | Sell |
2,460
-2,432
| -50% | -$298K | 0.25% | 85 |
|
|
2020
Q1 | $563K | Sell |
4,892
-246
| -5% | -$28.3K | 0.56% | 51 |
|
|
2019
Q4 | $636K | Sell |
5,138
-337
| -6% | -$41.7K | 0.42% | 68 |
|
|
2019
Q3 | $681K | Sell |
5,475
-414
| -7% | -$51.5K | 0.5% | 43 |
|
|
2019
Q2 | $646K | Buy |
5,889
+290
| +5% | +$31.8K | 0.47% | 32 |
|
|
2019
Q1 | $583K | Buy |
5,599
+2,173
| +63% | +$226K | 0.44% | 33 |
|
|
2018
Q4 | $315K | Buy |
3,426
+464
| +16% | +$42.7K | 0.5% | 35 |
|
|
2018
Q3 | $247K | Buy |
2,962
+789
| +36% | +$65.8K | 0.16% | 95 |
|
|
2018
Q2 | $172K | Buy |
+2,173
| New | +$172K | 0.13% | 131 |
|
|
2018
Q1 | – | Sell |
-2,286
| Closed | -$210K | – | 142 |
|
|
2017
Q4 | $210K | Buy |
+2,286
| New | +$210K | 0.2% | 101 |
|