Compass Financial 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
Q2 | – | Sell |
-2,849
| Closed | -$424K | – | 70 |
|
|
2023
Q1 | $424K | Buy |
2,849
+73
| +3% | +$10.9K | 0.54% | 62 |
|
|
2022
Q4 | $421K | Buy |
2,776
+1
| +0% | +$152 | 0.57% | 62 |
|
|
2022
Q3 | $350K | Buy |
2,775
+1
| +0% | +$126 | 0.52% | 68 |
|
|
2022
Q2 | $399K | Buy |
2,774
+1
| +0% | +$144 | 0.54% | 64 |
|
|
2022
Q1 | $424K | Buy |
2,773
+287
| +12% | +$43.9K | 0.47% | 77 |
|
|
2021
Q4 | $407K | Buy |
+2,486
| New | +$407K | 0.45% | 77 |
|