MBE Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,493
| Closed | -$215K | – | 62 |
|
|
2022
Q2 | $215K | Buy |
1,493
+11
| +0.7% | +$1.58K | 0.15% | 60 |
|
|
2022
Q1 | $226K | Buy |
1,482
+79
| +6% | +$12K | 0.13% | 65 |
|
|
2021
Q4 | $230K | Sell |
1,403
-200
| -12% | -$32.8K | 0.12% | 53 |
|
|
2021
Q3 | $224K | Hold |
1,603
| – | – | 0.11% | 56 |
|
|
2021
Q2 | $216K | Sell |
1,603
-20
| -1% | -$2.7K | 0.11% | 51 |
|
|
2021
Q1 | $220K | Buy |
1,623
+50
| +3% | +$6.78K | 0.12% | 51 |
|
|
2020
Q4 | $218K | Buy |
+1,573
| New | +$218K | 0.15% | 51 |
|
|
2020
Q2 | – | Sell |
-993
| Closed | -$109K | – | 382 |
|
|
2020
Q1 | $109K | Buy |
+993
| New | +$109K | 0.1% | 68 |
|