TFO Wealth 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
Q2 | – | Sell |
-335
| Closed | -$54.4K | – | 575 |
|
|
2024
Q1 | $54.4K | Hold |
335
| – | – | 0.01% | 54 |
|
|
2023
Q4 | $49.1K | Sell |
335
-11
| -3% | -$1.61K | 0.01% | 58 |
|
|
2023
Q3 | $52.5K | Buy |
346
+11
| +3% | +$1.67K | 0.01% | 89 |
|
|
2023
Q2 | $50.8K | Hold |
335
| – | – | 0.01% | 78 |
|
|
2023
Q1 | $49.8K | Buy |
335
+131
| +64% | +$19.5K | 0.01% | 67 |
|
|
2022
Q4 | $7.18K | Buy |
+204
| New | +$7.18K | ﹤0.01% | 138 |
|
|
2022
Q3 | – | Sell |
-111
| Closed | -$16K | – | 396 |
|
|
2022
Q2 | $16K | Buy |
+111
| New | +$16K | ﹤0.01% | 97 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 184 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 176 |
|
|
2020
Q4 | – | Sell |
-46
| Closed | -$6K | – | 146 |
|
|
2020
Q3 | $6K | Sell |
46
-54
| -54% | -$7.04K | ﹤0.01% | 96 |
|
|
2020
Q2 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 82 |
|