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 |
|