CT Financial Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $736K | Sell |
8,196
-2
| -0% | -$180 | 0.45% | 53 |
|
2016
Q4 | $689K | Sell |
8,198
-77
| -0.9% | -$6.47K | 0.44% | 58 |
|
2016
Q3 | $743K | Sell |
8,275
-89
| -1% | -$7.99K | 0.45% | 52 |
|
2016
Q2 | $708K | Sell |
8,364
-1,534
| -15% | -$130K | 0.44% | 55 |
|
2016
Q1 | $815K | Sell |
9,898
-153
| -2% | -$12.6K | 0.46% | 52 |
|
2015
Q4 | $798K | Sell |
10,051
-495
| -5% | -$39.3K | 0.46% | 55 |
|
2015
Q3 | $759K | Sell |
10,546
-1,229
| -10% | -$88.4K | 0.48% | 55 |
|
2015
Q2 | $921K | Sell |
11,775
-132
| -1% | -$10.3K | 0.52% | 53 |
|
2015
Q1 | $976K | Sell |
11,907
-682
| -5% | -$55.9K | 0.54% | 51 |
|
2014
Q4 | $1.15M | Buy |
+12,589
| New | +$1.15M | 0.87% | 33 |
|
2014
Q1 | $976K | Buy |
+11,907
| New | +$976K | 0.54% | 51 |
|