Lee Financial Group Hawaii’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,367
| Closed | -$207K | – | 38 |
|
|
2022
Q4 | $207K | Buy |
+1,367
| New | +$207K | 0.2% | 28 |
|
|
2022
Q2 | – | Sell |
-1,350
| Closed | -$206 | – | 40 |
|
|
2022
Q1 | $206 | Sell |
1,350
-35
| -3% | -$5 | 0.14% | 37 |
|
|
2021
Q4 | $227K | Buy |
+1,385
| New | +$227K | 0.17% | 35 |
|
|
2020
Q4 | – | Sell |
-1,450
| Closed | -$202K | – | 49 |
|
|
2020
Q3 | $202K | Buy |
+1,450
| New | +$202K | 0.17% | 41 |
|
|
2018
Q1 | – | Sell |
-14,220
| Closed | -$1.31M | – | 35 |
|
|
2017
Q4 | $1.31M | Buy |
+14,220
| New | +$1.31M | 1.21% | 28 |
|