AWS
Aris Wealth Services’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $193K | Sell |
2,685
-2,688
| -50% | -$193K | 0.4% | 40 |
|
|
2015
Q2 | $420K | Buy |
5,373
+298
| +6% | +$23.3K | 0.38% | 80 |
|
|
2015
Q1 | $416K | Buy |
5,075
+5
| +0.1% | +$410 | 0.39% | 80 |
|
|
2014
Q4 | $462K | Buy |
5,070
+861
| +20% | +$78.5K | 0.51% | 74 |
|
|
2014
Q3 | $352K | Sell |
4,209
-48
| -1% | -$4.01K | 0.44% | 78 |
|
|
2014
Q2 | $335K | Sell |
4,257
-26
| -0.6% | -$2.05K | 0.44% | 80 |
|
|
2014
Q1 | $345K | Sell |
4,283
-211
| -5% | -$17K | 0.51% | 72 |
|
|
2013
Q4 | $366K | Buy |
4,494
+362
| +9% | +$29.5K | 0.62% | 62 |
|
|
2013
Q3 | $312K | Sell |
4,132
-343
| -8% | -$25.9K | 0.57% | 66 |
|
|
2013
Q2 | $345K | Buy |
+4,475
| New | +$345K | 0.74% | 52 |
|