Advocacy Wealth Management Services’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15
| Closed | -$2K | – | 106 |
|
|
2022
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 117 |
|
|
2022
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 125 |
|
|
2022
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 154 |
|
|
2021
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 152 |
|
|
2021
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 148 |
|
|
2021
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 165 |
|
|
2019
Q4 | – | Sell |
-452
| Closed | -$56K | – | 153 |
|
|
2019
Q3 | $56K | Sell |
452
-150
| -25% | -$18.6K | 0.04% | 44 |
|
|
2019
Q2 | $66K | Buy |
602
+452
| +301% | +$49.6K | 0.05% | 38 |
|
|
2019
Q1 | $16K | Sell |
150
-200
| -57% | -$21.3K | 0.02% | 91 |
|
|
2018
Q4 | $32K | Hold |
350
| – | – | 0.02% | 52 |
|
|
2018
Q3 | $29K | Hold |
350
| – | – | 0.02% | 68 |
|
|
2018
Q2 | $27K | Hold |
350
| – | – | 0.02% | 68 |
|
|
2018
Q1 | $28K | Hold |
350
| – | – | 0.02% | 64 |
|
|
2017
Q4 | $32K | Hold |
350
| – | – | 0.02% | 73 |
|
|
2017
Q3 | $32K | Hold |
350
| – | – | 0.01% | 95 |
|
|
2017
Q2 | $31K | Sell |
350
-100
| -22% | -$8.86K | 0.01% | 102 |
|
|
2017
Q1 | $40K | Sell |
450
-25
| -5% | -$2.22K | 0.01% | 86 |
|
|
2016
Q4 | $40K | Sell |
475
-724
| -60% | -$61K | 0.01% | 87 |
|
|
2016
Q3 | $108K | Sell |
1,199
-225
| -16% | -$20.3K | 0.04% | 69 |
|
|
2016
Q2 | $121K | Sell |
1,424
-975
| -41% | -$82.8K | 0.06% | 92 |
|
|
2016
Q1 | $197K | Sell |
2,399
-1,194
| -33% | -$98K | 0.14% | 90 |
|
|
2015
Q4 | $285K | Buy |
+3,593
| New | +$285K | 0.32% | 69 |
|
|
2013
Q3 | $337K | Buy |
4,304
+1,618
| +60% | +$127K | 0.92% | 26 |
|
|
2013
Q2 | $207K | Buy |
+2,686
| New | +$207K | 0.83% | 35 |
|