Kerntke Otto McGlone Wealth Management Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,286
| Closed | -$983K | – | 107 |
|
|
2021
Q2 | $983K | Buy |
7,286
+377
| +5% | +$50.9K | 0.39% | 43 |
|
|
2021
Q1 | $936K | Buy |
6,909
+141
| +2% | +$19.1K | 0.49% | 45 |
|
|
2020
Q4 | $942K | Buy |
6,768
+279
| +4% | +$38.8K | 0.56% | 41 |
|
|
2020
Q3 | $902K | Buy |
6,489
+5
| +0.1% | +$695 | 0.66% | 39 |
|
|
2020
Q2 | $775K | Sell |
6,484
-62
| -0.9% | -$7.41K | 0.71% | 39 |
|
|
2020
Q1 | $720K | Buy |
6,546
+7
| +0.1% | +$770 | 0.81% | 34 |
|
|
2019
Q4 | $817K | Buy |
+6,539
| New | +$817K | 0.69% | 40 |
|