Insight Wealth Strategies’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,764
| Closed | -$374K | – | 221 |
|
|
2021
Q1 | $374K | Sell |
2,764
-250
| -8% | -$33.8K | 0.05% | 159 |
|
|
2020
Q4 | $419K | Sell |
3,014
-640
| -18% | -$89K | 0.07% | 127 |
|
|
2020
Q3 | $508K | Sell |
3,654
-549
| -13% | -$76.3K | 0.09% | 99 |
|
|
2020
Q2 | $503K | Buy |
4,203
+98
| +2% | +$11.7K | 0.11% | 85 |
|
|
2020
Q1 | $452K | Buy |
4,105
+318
| +8% | +$35K | 0.12% | 84 |
|
|
2019
Q4 | $473K | Buy |
3,787
+971
| +34% | +$121K | 0.1% | 130 |
|
|
2019
Q3 | $350K | Buy |
2,816
+748
| +36% | +$93K | 0.08% | 145 |
|
|
2019
Q2 | $227K | Buy |
+2,068
| New | +$227K | 0.06% | 149 |
|