JFG 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 |
-1,340
| Closed | -$219K | – | 57 |
|
|
2021
Q4 | $219K | Sell |
1,340
-141
| -10% | -$23K | 0.08% | 44 |
|
|
2021
Q3 | $207K | Hold |
1,481
| – | – | 0.1% | 43 |
|
|
2021
Q2 | $200K | Buy |
+1,481
| New | +$200K | 0.09% | 43 |
|
|
2021
Q1 | – | Sell |
-1,538
| Closed | -$213K | – | 40 |
|
|
2020
Q4 | $213K | Buy |
+1,538
| New | +$213K | 0.12% | 43 |
|
|
2019
Q4 | – | Sell |
-2,140
| Closed | -$266K | – | 18 |
|
|
2019
Q3 | $266K | Hold |
2,140
| – | – | 0.24% | 11 |
|
|
2019
Q2 | $241K | Buy |
+2,140
| New | +$241K | 0.2% | 12 |
|