Personal Wealth Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,002
| Closed | -$135K | – | 309 |
|
|
2021
Q2 | $135K | Buy |
+1,002
| New | +$135K | 0.05% | 100 |
|
|
2020
Q1 | – | Sell |
-1,019
| Closed | -$127K | – | 455 |
|
|
2019
Q4 | $127K | Hold |
1,019
| – | – | 0.05% | 93 |
|
|
2019
Q3 | $127K | Buy |
1,019
+35
| +4% | +$4.36K | 0.06% | 90 |
|
|
2019
Q2 | $108K | Buy |
+984
| New | +$108K | 0.05% | 83 |
|