Holistic Financial Partners’s PPG Industries PPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,633
| Closed | -$237K | – | 134 |
|
|
2024
Q1 | $237K | Buy |
1,633
+127
| +8% | +$18.4K | 0.12% | 104 |
|
|
2023
Q4 | $225K | Buy |
+1,506
| New | +$225K | 0.14% | 105 |
|
|
2021
Q3 | – | Sell |
-1,508
| Closed | -$256K | – | 112 |
|
|
2021
Q2 | $256K | Sell |
1,508
-11
| -0.7% | -$1.87K | 0.15% | 94 |
|
|
2021
Q1 | $228K | Buy |
+1,519
| New | +$228K | 0.15% | 98 |
|
|
2018
Q2 | – | Sell |
-81
| Closed | -$9K | – | 281 |
|
|
2018
Q1 | $9K | Hold |
81
| – | – | 0.01% | 325 |
|
|
2017
Q4 | $9K | Buy |
+81
| New | +$9K | 0.01% | 338 |
|