Clear Perspective Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.17M | Sell |
7,158
-159
| -2% | -$26K | 0.36% | 48 |
|
|
2021
Q3 | $1.02M | Sell |
7,317
-600
| -8% | -$83.9K | 0.35% | 54 |
|
|
2021
Q2 | $1.07M | Sell |
7,917
-466
| -6% | -$62.9K | 0.37% | 52 |
|
|
2021
Q1 | $1.14M | Buy |
8,383
+928
| +12% | +$126K | 0.44% | 44 |
|
|
2020
Q4 | $1.04M | Buy |
7,455
+198
| +3% | +$27.5K | 0.42% | 43 |
|
|
2020
Q3 | $1.05K | Sell |
7,257
-25
| -0.3% | -$4 | 0.49% | 40 |
|
|
2020
Q2 | $871K | Buy |
7,282
+96
| +1% | +$11.5K | 0.48% | 37 |
|
|
2020
Q1 | $790K | Sell |
7,186
-1,101
| -13% | -$121K | 0.53% | 37 |
|
|
2019
Q4 | $1.04M | Sell |
8,287
-1,347
| -14% | -$168K | 0.64% | 39 |
|
|
2019
Q3 | $1.2M | Hold |
9,634
| – | – | 0.54% | 40 |
|
|
2019
Q2 | $1.06M | Sell |
9,634
-400
| -4% | -$43.8K | 0.68% | 34 |
|
|
2019
Q1 | $1.07M | Hold |
10,034
| – | – | 0.76% | 33 |
|
|
2018
Q4 | $922K | Sell |
10,034
-550
| -5% | -$50.5K | 0.77% | 35 |
|
|
2018
Q3 | $881K | Sell |
10,584
-61
| -0.6% | -$5.08K | 0.65% | 44 |
|
|
2018
Q2 | $831K | Buy |
10,645
+25
| +0.2% | +$1.95K | 0.58% | 41 |
|
|
2018
Q1 | $842K | Sell |
10,620
-189
| -2% | -$15K | 0.63% | 33 |
|
|
2017
Q4 | $993K | Sell |
10,809
-176
| -2% | -$16.2K | 0.76% | 31 |
|
|
2017
Q3 | $999K | Sell |
10,985
-100
| -0.9% | -$9.09K | 0.82% | 30 |
|
|
2017
Q2 | $966K | Sell |
11,085
-375
| -3% | -$32.7K | 0.81% | 35 |
|
|
2017
Q1 | $1.03M | Sell |
11,460
-200
| -2% | -$18K | 0.68% | 34 |
|
|
2016
Q4 | $980K | Buy |
+11,660
| New | +$980K | 0.65% | 34 |
|