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 |
|