Gary Goldberg Planning Services’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$320K Sell
3,512
-658
-16% -$60K 0.13% 82
2014
Q3
$349K Buy
4,170
+358
+9% +$30K 0.15% 82
2014
Q2
$300K Buy
3,812
+224
+6% +$17.6K 0.13% 91
2014
Q1
$289K Buy
3,588
+130
+4% +$10.5K 0.14% 88
2013
Q4
$282K Sell
3,458
-3
-0.1% -$245 0.16% 79
2013
Q3
$262K Sell
3,461
-118
-3% -$8.93K 0.16% 83
2013
Q2
$276K Buy
+3,579
New +$276K 0.18% 69