Beacon Pointe Wealth Advisors’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $763K | Buy |
6,133
+400
| +7% | +$49.8K | 0.14% | 123 |
|
2019
Q3 | $712K | Sell |
5,733
-1,422
| -20% | -$177K | 0.15% | 125 |
|
2019
Q2 | $783K | Buy |
7,155
+933
| +15% | +$102K | 0.17% | 119 |
|
2019
Q1 | $650K | Buy |
6,222
+55
| +0.9% | +$5.75K | 0.15% | 127 |
|
2018
Q4 | $566K | Buy |
+6,167
| New | +$566K | 0.2% | 119 |
|