Ackerman Capital Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,528
| Closed | -$351K | – | 141 |
|
|
2020
Q3 | $351K | Hold |
2,528
| – | – | 0.1% | 73 |
|
|
2020
Q2 | $302K | Buy |
+2,528
| New | +$302K | 0.09% | 81 |
|
|
2020
Q1 | – | Sell |
-6,561
| Closed | -$820K | – | 168 |
|
|
2019
Q4 | $820K | Buy |
6,561
+1,002
| +18% | +$125K | 0.24% | 49 |
|
|
2019
Q3 | $691K | Buy |
5,559
+780
| +16% | +$97K | 0.24% | 56 |
|
|
2019
Q2 | $242K | Buy |
4,779
+26
| +0.5% | +$1.31K | 1.18% | 25 |
|
|
2019
Q1 | $229K | Sell |
4,753
-297
| -6% | -$14.3K | 1.22% | 25 |
|
|
2018
Q4 | $464 | Buy |
+5,050
| New | +$464 | 0.04% | 101 |
|
|
2018
Q1 | $414K | Buy |
4,508
+3
| +0.1% | +$276 | 0.17% | 51 |
|
|
2017
Q4 | $410K | Buy |
+4,505
| New | +$410K | 0.17% | 46 |
|
|
2017
Q2 | $392K | Buy |
+4,502
| New | +$392K | 0.16% | 54 |
|