LPWM
Lake Point Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $693K | Hold |
4,818
| – | – | 0.39% | 15 |
|
|
2022
Q1 | $736K | Buy |
4,818
+1
| +0% | +$153 | 0.34% | 10 |
|
|
2021
Q4 | $788K | Buy |
4,817
+1
| +0% | +$164 | 0.34% | 14 |
|
|
2021
Q3 | $673K | Sell |
4,816
-1,072
| -18% | -$150K | 0.31% | 11 |
|
|
2021
Q2 | $794K | Buy |
+5,888
| New | +$794K | 0.37% | 11 |
|
|
2020
Q1 | $647K | Buy |
5,885
+3,557
| +153% | +$391K | 0.57% | 14 |
|
|
2019
Q4 | $291K | Buy |
+2,328
| New | +$291K | 0.1% | 34 |
|
|
2019
Q2 | $307K | Hold |
2,796
| – | – | 0.11% | 28 |
|
|
2019
Q1 | $307K | Sell |
2,796
-4,422
| -61% | -$486K | 0.11% | 28 |
|
|
2018
Q4 | $663K | Buy |
+7,218
| New | +$663K | 0.25% | 74 |
|