Hefty Wealth Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $12K | Sell |
152
-489
| -76% | -$38.6K | 0.01% | 179 |
|
|
2017
Q4 | $59K | Hold |
641
| – | – | 0.04% | 134 |
|
|
2017
Q3 | $58K | Sell |
641
-7,562
| -92% | -$684K | 0.04% | 129 |
|
|
2017
Q2 | $714K | Sell |
8,203
-3,527
| -30% | -$307K | 0.49% | 61 |
|
|
2017
Q1 | $1.05M | Buy |
11,730
+11,089
| +1,730% | +$995K | 0.77% | 51 |
|
|
2016
Q4 | $53K | Hold |
641
| – | – | 0.04% | 116 |
|
|
2016
Q3 | $57K | Buy |
641
+489
| +322% | +$43.5K | 0.04% | 118 |
|
|
2016
Q2 | $12K | Hold |
152
| – | – | 0.01% | 138 |
|
|
2016
Q1 | $12K | Hold |
152
| – | – | 0.01% | 145 |
|
|
2015
Q4 | $12K | Buy |
+152
| New | +$12K | 0.01% | 136 |
|