Integrated Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $7.44M | Buy |
82,756
+226
| +0.3% | +$20.3K | 2.49% | 3 |
|
|
2016
Q4 | $6.94M | Sell |
82,530
-83
| -0.1% | -$6.98K | 2.59% | 3 |
|
|
2016
Q3 | $7.42M | Buy |
82,613
+397
| +0.5% | +$35.6K | 2.66% | 3 |
|
|
2016
Q2 | $6.96M | Buy |
82,216
+1,650
| +2% | +$140K | 2.69% | 3 |
|
|
2016
Q1 | $6.63M | Buy |
80,566
+771
| +1% | +$63.5K | 2.8% | 3 |
|
|
2015
Q4 | $6.34M | Sell |
79,795
-453
| -0.6% | -$36K | 2.73% | 3 |
|
|
2015
Q3 | $5.77M | Buy |
80,248
+852
| +1% | +$61.3K | 2.53% | 4 |
|
|
2015
Q2 | $6.21M | Buy |
79,396
+3,160
| +4% | +$247K | 2.41% | 6 |
|
|
2015
Q1 | $6.25M | Buy |
+76,236
| New | +$6.25M | 2.61% | 5 |
|