Selective 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
Q4 | – | Sell |
-1,013
| Closed | -$128K | – | 560 |
|
|
2022
Q3 | $128K | Buy |
1,013
+12
| +1% | +$1.52K | 0.05% | 172 |
|
|
2022
Q2 | $144K | Sell |
1,001
-27
| -3% | -$3.88K | 0.05% | 181 |
|
|
2022
Q1 | $157K | Buy |
1,028
+249
| +32% | +$38K | 0.06% | 158 |
|
|
2021
Q4 | $127K | Sell |
779
-200
| -20% | -$32.6K | 0.05% | 167 |
|
|
2021
Q3 | $137K | Buy |
979
+200
| +26% | +$28K | 0.07% | 142 |
|
|
2021
Q2 | $105K | Sell |
779
-105
| -12% | -$14.2K | 0.08% | 115 |
|
|
2021
Q1 | $120K | Buy |
884
+359
| +68% | +$48.7K | 0.11% | 68 |
|
|
2020
Q4 | $73K | Buy |
525
+241
| +85% | +$33.5K | 0.05% | 89 |
|
|
2020
Q3 | $39K | Hold |
284
| – | – | 0.03% | 110 |
|
|
2020
Q2 | $34K | Hold |
284
| – | – | 0.03% | 135 |
|
|
2020
Q1 | $31K | Hold |
284
| – | – | 0.05% | 81 |
|
|
2019
Q4 | $35K | Hold |
284
| – | – | 0.04% | 86 |
|
|
2019
Q3 | $35K | Buy |
+284
| New | +$35K | 0.05% | 92 |
|