Legacy Wealth Management (Mississippi)’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,558
| Closed | -$391K | – | 95 |
|
|
2022
Q1 | $391K | Hold |
2,558
| – | – | 0.2% | 80 |
|
|
2021
Q4 | $418K | Hold |
2,558
| – | – | 0.21% | 81 |
|
|
2021
Q3 | $358K | Buy |
2,558
+6
| +0.2% | +$839 | 0.19% | 87 |
|
|
2021
Q2 | $344K | Buy |
2,552
+250
| +11% | +$33.7K | 0.19% | 87 |
|
|
2021
Q1 | $312K | Buy |
2,302
+405
| +21% | +$54.8K | 0.19% | 84 |
|
|
2020
Q4 | $264K | Sell |
1,897
-810
| -30% | -$113K | 0.17% | 84 |
|
|
2020
Q3 | $376K | Buy |
2,707
+312
| +13% | +$43.4K | 0.26% | 78 |
|
|
2020
Q2 | $286K | Hold |
2,395
| – | – | 0.22% | 85 |
|
|
2020
Q1 | $263K | Sell |
2,395
-760
| -24% | -$83.6K | 0.25% | 79 |
|
|
2019
Q4 | $394K | Buy |
+3,155
| New | +$394K | 0.34% | 73 |
|