LWAM
Legacy Wealth Asset Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,525
| Closed | -$938K | – | 351 |
|
|
2022
Q2 | $938K | Buy |
6,525
+21
| +0.3% | +$3.02K | 0.38% | 85 |
|
|
2022
Q1 | $994K | Buy |
6,504
+167
| +3% | +$25.5K | 0.35% | 98 |
|
|
2021
Q4 | $1.04M | Buy |
6,337
+399
| +7% | +$65.3K | 0.35% | 96 |
|
|
2021
Q3 | $830K | Buy |
5,938
+88
| +2% | +$12.3K | 0.38% | 101 |
|
|
2021
Q2 | $789K | Buy |
5,850
+155
| +3% | +$20.9K | 0.35% | 115 |
|
|
2021
Q1 | $771K | Buy |
5,695
+133
| +2% | +$18K | 0.36% | 106 |
|
|
2020
Q4 | $774K | Buy |
+5,562
| New | +$774K | 0.39% | 89 |
|