SWS Partners’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-633
Closed -$105K 241
2024
Q2
$105K Buy
+633
New +$105K 0.03% 127
2018
Q2
Sell
-1,002
Closed -$78K 254
2018
Q1
$78K Buy
1,002
+7
+0.7% +$545 0.06% 107
2017
Q4
$91K Buy
+995
New +$91K 0.07% 99