Huber Financial Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $257K | Hold |
2,340
| – | – | 0.1% | 96 |
|
|
2019
Q4 | $292K | Hold |
2,340
| – | – | 0.1% | 97 |
|
|
2019
Q3 | $291K | Hold |
2,340
| – | – | 0.11% | 96 |
|
|
2019
Q2 | $257K | Hold |
2,340
| – | – | 0.11% | 101 |
|
|
2019
Q1 | $243K | Hold |
2,340
| – | – | 0.12% | 103 |
|
|
2018
Q4 | $215K | Buy |
+2,340
| New | +$215K | 0.12% | 91 |
|
|
2018
Q3 | – | Sell |
-3,040
| Closed | -$237K | – | 104 |
|
|
2018
Q2 | $237K | Sell |
3,040
-1,232
| -29% | -$96K | 0.22% | 84 |
|
|
2018
Q1 | $339K | Buy |
4,272
+654
| +18% | +$51.9K | 0.33% | 63 |
|
|
2017
Q4 | $332K | Buy |
+3,618
| New | +$332K | 0.37% | 54 |
|