VAFP
Vahanian & Associates Financial Planning’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,968
| Closed | -$293K | – | 77 |
|
2023
Q1 | $293K | Hold |
1,968
| – | – | 0.81% | 45 |
|
2022
Q4 | $298K | Buy |
+1,968
| New | +$298K | 0.98% | 37 |
|
2022
Q2 | – | Sell |
-1,442
| Closed | -$220K | – | 57 |
|
2022
Q1 | $220K | Sell |
1,442
-2,173
| -60% | -$332K | 0.51% | 52 |
|
2021
Q4 | $591K | Buy |
+3,615
| New | +$591K | 0.48% | 53 |
|