Vaughan & Co Securities’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,500
| Closed | -$229K | – | 59 |
|
2022
Q1 | $229K | Buy |
1,500
+200
| +15% | +$30.5K | 0.16% | 57 |
|
2021
Q4 | $213K | Buy |
+1,300
| New | +$213K | 0.14% | 54 |
|
2021
Q1 | – | Sell |
-1,450
| Closed | -$202K | – | 55 |
|
2020
Q4 | $202K | Hold |
1,450
| – | – | 0.18% | 51 |
|
2020
Q3 | $202K | Buy |
+1,450
| New | +$202K | 0.21% | 49 |
|
2020
Q2 | – | Sell |
-1,450
| Closed | -$160K | – | 129 |
|
2020
Q1 | $160K | Sell |
1,450
-69
| -5% | -$7.59K | 0.2% | 48 |
|
2019
Q4 | $190K | Buy |
+1,519
| New | +$190K | 0.17% | 49 |
|