CWA
Cypress Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,391
| Closed | -$220K | – | 83 |
|
|
2018
Q4 | $220K | Buy |
+2,391
| New | +$220K | 0.3% | 68 |
|
|
2018
Q1 | – | Sell |
-2,241
| Closed | -$206K | – | 82 |
|
|
2017
Q4 | $206K | Buy |
2,241
+12
| +0.5% | +$1.1K | 0.2% | 79 |
|
|
2017
Q3 | $203K | Buy |
+2,229
| New | +$203K | 0.33% | 58 |
|
|
2017
Q2 | – | Sell |
-15,271
| Closed | -$1.37M | – | 152 |
|
|
2017
Q1 | $1.37M | Buy |
15,271
+540
| +4% | +$48.5K | 0.63% | 40 |
|
|
2016
Q4 | $1.24M | Buy |
14,731
+361
| +3% | +$30.4K | 0.57% | 44 |
|
|
2016
Q3 | $1.29M | Buy |
14,370
+598
| +4% | +$53.7K | 0.58% | 41 |
|
|
2016
Q2 | $1.17M | Buy |
13,772
+121
| +0.9% | +$10.2K | 0.58% | 44 |
|
|
2016
Q1 | $1.12M | Buy |
13,651
+5
| +0% | +$412 | 0.51% | 41 |
|
|
2015
Q4 | $1.08M | Buy |
13,646
+2,850
| +26% | +$226K | 0.55% | 40 |
|
|
2015
Q3 | $777K | Sell |
10,796
-3,791
| -26% | -$273K | 0.42% | 54 |
|
|
2015
Q2 | $1.14M | Buy |
+14,587
| New | +$1.14M | 0.67% | 42 |
|