First Western Capital Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,536
| Closed | -$281K | – | 108 |
|
|
2015
Q4 | $281K | Buy |
3,536
+92
| +3% | +$7.31K | 0.09% | 101 |
|
|
2015
Q3 | $248K | Buy |
+3,444
| New | +$248K | 0.08% | 106 |
|
|
2015
Q2 | – | Sell |
-5,673
| Closed | -$465K | – | 121 |
|
|
2015
Q1 | $465K | Sell |
5,673
-816
| -13% | -$66.9K | 0.14% | 105 |
|
|
2014
Q4 | $591K | Buy |
6,489
+415
| +7% | +$37.8K | 0.17% | 108 |
|
|
2014
Q3 | $509K | Buy |
+6,074
| New | +$509K | 0.15% | 118 |
|