RLWM
RF&L Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,322
| Closed | -$218K | – | 59 |
|
|
2024
Q2 | $218K | Hold |
1,322
| – | – | 0.17% | 55 |
|
|
2024
Q1 | $215K | Buy |
+1,322
| New | +$215K | 0.17% | 54 |
|
|
2023
Q4 | – | Sell |
-1,387
| Closed | -$202K | – | 56 |
|
|
2023
Q3 | $202K | Hold |
1,387
| – | – | 0.19% | 53 |
|
|
2023
Q2 | $210K | Hold |
1,387
| – | – | 0.19% | 50 |
|
|
2023
Q1 | $206K | Hold |
1,387
| – | – | 0.2% | 50 |
|
|
2022
Q4 | $210K | Buy |
+1,387
| New | +$210K | 0.22% | 47 |
|