DPA
Delphi Private Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,924
| Closed | -$452K | – | 109 |
|
|
2017
Q4 | $452K | Sell |
4,924
-2,783
| -36% | -$255K | 1.11% | 10 |
|
|
2017
Q3 | $701K | Hold |
7,707
| – | – | 2.05% | 6 |
|
|
2017
Q2 | $672K | Hold |
7,707
| – | – | 1.34% | 5 |
|
|
2017
Q1 | $692K | Sell |
7,707
-245
| -3% | -$22K | 1.26% | 5 |
|
|
2016
Q4 | $669K | Sell |
7,952
-81
| -1% | -$6.82K | 1.18% | 6 |
|
|
2016
Q3 | $721K | Sell |
8,033
-84
| -1% | -$7.54K | 1.25% | 5 |
|
|
2016
Q2 | $687K | Buy |
8,117
+17
| +0.2% | +$1.44K | 1.26% | 6 |
|
|
2016
Q1 | $667K | Sell |
8,100
-82
| -1% | -$6.75K | 1.19% | 5 |
|
|
2015
Q4 | $650K | Buy |
+8,182
| New | +$650K | 1.11% | 7 |
|