Steward Financial Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $233K | Buy |
1,602
+22
| +1% | +$3.2K | 0.07% | 66 |
|
2023
Q2 | $239K | Buy |
+1,580
| New | +$239K | 0.08% | 58 |
|
2022
Q3 | – | Sell |
-1,692
| Closed | -$243K | – | 976 |
|
2022
Q2 | $243K | Buy |
1,692
+230
| +16% | +$33K | 0.2% | 33 |
|
2022
Q1 | $223K | Buy |
1,462
+312
| +27% | +$47.6K | 0.2% | 32 |
|
2021
Q4 | $188K | Buy |
+1,150
| New | +$188K | 0.17% | 31 |
|