TIAM2
Tru Independence Asset Management 2’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,409
| Closed | -$368K | – | 87 |
|
|
2022
Q1 | $368K | Sell |
2,409
-108
| -4% | -$16.5K | 0.21% | 63 |
|
|
2021
Q4 | $412K | Sell |
2,517
-621
| -20% | -$102K | 0.22% | 80 |
|
|
2021
Q3 | $439K | Buy |
+3,138
| New | +$439K | 0.31% | 60 |
|
|
2021
Q1 | – | Sell |
-1,092
| Closed | -$152K | – | 326 |
|
|
2020
Q4 | $152K | Buy |
+1,092
| New | +$152K | 0.13% | 105 |
|