Independence Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,817
| Closed | -$226K | – | 165 |
|
|
2019
Q3 | $226K | Sell |
1,817
-306
| -14% | -$38.1K | 0.06% | 92 |
|
|
2019
Q2 | $233K | Buy |
+2,123
| New | +$233K | 0.06% | 86 |
|
|
2016
Q4 | – | Sell |
-2,695
| Closed | -$242K | – | 76 |
|
|
2016
Q3 | $242K | Buy |
+2,695
| New | +$242K | 0.11% | 60 |
|