SWS
SYSTM Wealth Solutions’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24,394
| Closed | -$4.02M | – | 481 |
|
|
2024
Q2 | $4.02M | Sell |
24,394
-10,981
| -31% | -$1.81M | 0.9% | 32 |
|
|
2024
Q1 | $5.74M | Buy |
35,375
+5,458
| +18% | +$886K | 0.73% | 31 |
|
|
2023
Q4 | $4.38M | Sell |
29,917
-2,333
| -7% | -$342K | 0.61% | 40 |
|
|
2023
Q3 | $4.7M | Buy |
32,250
+1,686
| +6% | +$246K | 0.72% | 29 |
|
|
2023
Q2 | $4.64M | Buy |
30,564
+7,659
| +33% | +$1.16M | 0.63% | 34 |
|
|
2023
Q1 | $3.41M | Sell |
22,905
-7,043
| -24% | -$1.05M | 0.52% | 45 |
|
|
2022
Q4 | $4.54M | Buy |
+29,948
| New | +$4.54M | 0.56% | 38 |
|