SFPG
Stonebridge Financial Planning Group’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,328
| Closed | -$202K | – | 141 |
|
|
2023
Q2 | $202K | Buy |
+1,328
| New | +$202K | 0.12% | 131 |
|
|
2022
Q1 | – | Sell |
-1,288
| Closed | -$207K | – | 293 |
|
|
2021
Q4 | $207K | Buy |
1,288
+5
| +0.4% | +$804 | 0.11% | 115 |
|
|
2021
Q3 | $186K | Hold |
1,283
| – | – | 0.09% | 127 |
|
|
2021
Q2 | $176K | Sell |
1,283
-1,000
| -44% | -$137K | 0.09% | 123 |
|
|
2021
Q1 | $313K | Hold |
2,283
| – | – | 0.18% | 85 |
|
|
2020
Q4 | $318K | Buy |
2,283
+120
| +6% | +$16.7K | 0.2% | 77 |
|
|
2020
Q3 | $312K | Hold |
2,163
| – | – | 0.22% | 69 |
|
|
2020
Q2 | $261K | Hold |
2,163
| – | – | 0.22% | 72 |
|
|
2020
Q1 | $249K | Hold |
2,163
| – | – | 0.25% | 68 |
|
|
2019
Q4 | $270K | Buy |
+2,163
| New | +$270K | 0.24% | 71 |
|