LWP
Legacy Wealth Planning’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $326K | Buy |
2,585
+2
| +0.1% | +$252 | 0.54% | 47 |
|
|
2022
Q2 | $371K | Buy |
2,583
+35
| +1% | +$5.03K | 0.53% | 43 |
|
|
2022
Q1 | $389K | Buy |
2,548
+2
| +0.1% | +$305 | 0.46% | 46 |
|
|
2021
Q4 | $416K | Buy |
2,546
+24
| +1% | +$3.92K | 0.47% | 45 |
|
|
2021
Q3 | $353K | Sell |
2,522
-482
| -16% | -$67.5K | 0.4% | 55 |
|
|
2021
Q2 | $405K | Buy |
3,004
+2
| +0.1% | +$270 | 0.46% | 50 |
|
|
2021
Q1 | $406K | Buy |
3,002
+561
| +23% | +$75.9K | 0.52% | 48 |
|
|
2020
Q4 | $340K | Sell |
2,441
-93
| -4% | -$13K | 0.44% | 49 |
|
|
2020
Q3 | $352K | Sell |
2,534
-62
| -2% | -$8.61K | 0.4% | 47 |
|
|
2020
Q2 | $310K | Buy |
2,596
+2
| +0.1% | +$239 | 0.37% | 44 |
|
|
2020
Q1 | $285K | Buy |
2,594
+183
| +8% | +$20.1K | 0.46% | 45 |
|
|
2019
Q4 | $301K | Buy |
+2,411
| New | +$301K | 0.34% | 51 |
|