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