Life Planning Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-768
| Closed | -$113K | – | 182 |
|
|
2023
Q4 | $113K | Buy |
+768
| New | +$113K | 0.11% | 77 |
|
|
2022
Q3 | $97K | Hold |
768
| – | – | 0.11% | 67 |
|
|
2022
Q2 | $110K | Hold |
768
| – | – | 0.12% | 61 |
|
|
2022
Q1 | $118K | Hold |
768
| – | – | 0.12% | 57 |
|
|
2021
Q4 | $126K | Buy |
+768
| New | +$126K | 0.13% | 57 |
|