Dougherty Wealth Advisers’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8
| Closed | -$1K | – | 138 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 143 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 133 |
|
|
2021
Q1 | $1K | Sell |
8
-100
| -93% | -$12.5K | ﹤0.01% | 128 |
|
|
2020
Q4 | $15K | Buy |
108
+8
| +8% | +$1.11K | 0.02% | 133 |
|
|
2020
Q3 | $14K | Hold |
100
| – | – | 0.05% | 138 |
|
|
2020
Q2 | $12K | Hold |
100
| – | – | 0.04% | 147 |
|
|
2020
Q1 | $11K | Hold |
100
| – | – | 0.04% | 150 |
|
|
2019
Q4 | $12K | Hold |
100
| – | – | 0.04% | 161 |
|
|
2019
Q3 | $12K | Sell |
100
-250
| -71% | -$30K | 0.04% | 163 |
|
|
2019
Q2 | $38K | Buy |
350
+250
| +250% | +$27.1K | 0.11% | 146 |
|
|
2019
Q1 | $10K | Hold |
100
| – | – | 0.03% | 174 |
|
|
2018
Q4 | $10K | Buy |
+100
| New | +$10K | 0.03% | 182 |
|