HGWM
Harvest Group Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-35,872
| Closed | -$4.99M | – | 518 |
|
|
2020
Q4 | $4.99M | Sell |
35,872
-2,160
| -6% | -$301K | 2.98% | 16 |
|
|
2020
Q3 | $5.29M | Sell |
38,032
-2,597
| -6% | -$361K | 3.67% | 14 |
|
|
2020
Q2 | $4.86M | Sell |
40,629
-1,256
| -3% | -$150K | 4.06% | 13 |
|
|
2020
Q1 | $4.61M | Buy |
41,885
+893
| +2% | +$98.2K | 4.64% | 11 |
|
|
2019
Q4 | $5.12M | Sell |
40,992
-574
| -1% | -$71.7K | 4.47% | 13 |
|
|
2019
Q3 | $5.17M | Sell |
41,566
-12
| -0% | -$1.49K | 6.35% | 8 |
|
|
2019
Q2 | $4.56M | Sell |
41,578
-9,154
| -18% | -$1M | 5.88% | 9 |
|
|
2019
Q1 | $5.28M | Sell |
50,732
-195
| -0.4% | -$20.3K | 4.85% | 9 |
|
|
2018
Q4 | $4.68M | Buy |
50,927
+37,347
| +275% | +$3.43M | 6.05% | 5 |
|
|
2018
Q3 | $1.13M | Buy |
13,580
+2,827
| +26% | +$235K | 0.79% | 14 |
|
|
2018
Q2 | $839K | Sell |
10,753
-43,258
| -80% | -$3.38M | 0.58% | 21 |
|
|
2018
Q1 | $4.28M | Buy |
54,011
+2,677
| +5% | +$212K | 2.89% | 11 |
|
|
2017
Q4 | $4.72M | Buy |
+51,334
| New | +$4.72M | 2.87% | 11 |
|