Fiduciary Planning’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-920
| Closed | -$125K | – | 210 |
|
|
2021
Q1 | $125K | Sell |
920
-10,801
| -92% | -$1.47M | 0.19% | 48 |
|
|
2020
Q4 | $1.63M | Buy |
11,721
+932
| +9% | +$130K | 2.3% | 19 |
|
|
2020
Q3 | $1.5M | Buy |
10,789
+670
| +7% | +$93.2K | 2.47% | 13 |
|
|
2020
Q2 | $1.33M | Buy |
+10,119
| New | +$1.33M | 2.92% | 8 |
|