Cornerstone Financial Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $405K | Buy |
4,400
+1,761
| +67% | +$162K | 0.13% | 103 |
|
|
2017
Q3 | $241K | Buy |
+2,639
| New | +$241K | 0.09% | 103 |
|
|
2016
Q3 | – | Sell |
-25,538
| Closed | -$2.15M | – | 165 |
|
|
2016
Q2 | $2.15M | Buy |
25,538
+6,036
| +31% | +$509K | 0.76% | 35 |
|
|
2016
Q1 | $1.61M | Buy |
19,502
+10,102
| +107% | +$833K | 0.62% | 45 |
|
|
2015
Q4 | $746K | Buy |
+9,400
| New | +$746K | 0.28% | 91 |
|