Treybourne Wealth Planners’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$563K Sell
4,174
-190
-4% -$25.6K 0.35% 23
2021
Q1
$591K Sell
4,364
-10
-0.2% -$1.35K 0.41% 21
2020
Q4
$609K Buy
+4,374
New +$609K 0.44% 22