Lighthouse Financial Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.36M | Sell |
17,452
-187
| -1% | -$25.3K | 0.72% | 49 |
|
|
2020
Q4 | $2.45M | Buy |
17,639
+71
| +0.4% | +$9.88K | 0.83% | 44 |
|
|
2020
Q3 | $2.44M | Buy |
17,568
+1,031
| +6% | +$143K | 0.93% | 31 |
|
|
2020
Q2 | $1.98M | Buy |
+16,537
| New | +$1.98M | 0.83% | 40 |
|
|
2020
Q1 | – | Sell |
-359
| Closed | -$44K | – | 211 |
|
|
2019
Q4 | $44K | Buy |
+359
| New | +$44K | 0.02% | 131 |
|