KLR Investment Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $516K | Sell |
3,192
-76
| -2% | -$12.3K | 0.37% | 67 |
|
2023
Q4 | $479K | Sell |
3,268
-25
| -0.8% | -$3.66K | 0.35% | 73 |
|
2023
Q3 | $490K | Sell |
3,293
-13
| -0.4% | -$1.93K | 0.44% | 68 |
|
2023
Q2 | $502K | Sell |
3,306
-98
| -3% | -$14.9K | 0.41% | 69 |
|
2023
Q1 | $506K | Sell |
3,404
-495
| -13% | -$73.6K | 0.44% | 68 |
|
2022
Q4 | $591K | Buy |
+3,899
| New | +$591K | 0.49% | 55 |
|