Essex Private Wealth Management’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-6,964
Closed -$1.14M 56
2021
Q4
$1.14M Sell
6,964
-406
-6% -$66.4K 0.96% 21
2021
Q3
$1.03M Buy
7,370
+53
+0.7% +$7.41K 0.94% 20
2021
Q2
$987K Buy
7,317
+1
+0% +$135 0.9% 22
2021
Q1
$991K Sell
7,316
-855
-10% -$116K 0.95% 22
2020
Q4
$1.14M Buy
8,171
+2
+0% +$278 1.11% 19
2020
Q3
$1.14M Sell
8,169
-223
-3% -$31K 1.17% 20
2020
Q2
$1M Sell
8,392
-3
-0% -$359 1.16% 21
2020
Q1
$923K Sell
8,395
-720
-8% -$79.2K 1.2% 19
2019
Q4
$1.14M Buy
+9,115
New +$1.14M 1.15% 21