Coyle Financial Counsel’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-694
| Closed | -$54K | – | 230 |
|
2018
Q2 | $54K | Buy |
694
+411
| +145% | +$32K | 0.05% | 64 |
|
2018
Q1 | $22K | Buy |
+283
| New | +$22K | 0.02% | 66 |
|
2016
Q3 | – | Sell |
-12,023
| Closed | -$1.02M | – | 47 |
|
2016
Q2 | $1.02M | Buy |
+12,023
| New | +$1.02M | 1.47% | 22 |
|
2016
Q1 | – | Sell |
-10,545
| Closed | -$837K | – | 40 |
|
2015
Q4 | $837K | Buy |
+10,545
| New | +$837K | 0.82% | 28 |
|