MWA
MFA Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-979
| Closed | -$170K | – | 301 |
|
|
2024
Q3 | $170K | Buy |
979
+35
| +4% | +$6.06K | 0.04% | 104 |
|
|
2024
Q2 | $156K | Buy |
+944
| New | +$156K | 0.03% | 113 |
|
|
2020
Q3 | – | Sell |
-535
| Closed | -$64K | – | 164 |
|
|
2020
Q2 | $64K | Buy |
+535
| New | +$64K | 0.04% | 66 |
|
|
2019
Q2 | – | Sell |
-7,355
| Closed | -$751K | – | 48 |
|
|
2019
Q1 | $751K | Buy |
7,355
+4,390
| +148% | +$448K | 0.49% | 34 |
|
|
2018
Q4 | $264K | Buy |
2,965
+382
| +15% | +$34K | 0.26% | 32 |
|
|
2018
Q3 | $232K | Buy |
+2,583
| New | +$232K | 0.17% | 47 |
|
|
2018
Q1 | – | Sell |
-7,835
| Closed | -$681K | – | 54 |
|
|
2017
Q4 | $681K | Buy |
+7,835
| New | +$681K | 0.46% | 39 |
|