JOYN 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 | $940K | Buy |
8,549
+2,156
| +34% | +$237K | 0.31% | 23 |
|
|
2019
Q4 | $798K | Sell |
6,393
-58
| -0.9% | -$7.24K | 0.17% | 33 |
|
|
2019
Q3 | $802K | Sell |
6,451
-2,342
| -27% | -$291K | 0.18% | 33 |
|
|
2019
Q2 | $994K | Buy |
8,793
+2,877
| +49% | +$325K | 0.22% | 32 |
|
|
2019
Q1 | $616K | Sell |
5,916
-2,842
| -32% | -$296K | 0.14% | 38 |
|
|
2018
Q4 | $805K | Buy |
8,758
+558
| +7% | +$51.3K | 0.18% | 38 |
|
|
2018
Q3 | $682K | Buy |
8,200
+1,730
| +27% | +$144K | 0.13% | 41 |
|
|
2018
Q2 | $505K | Sell |
6,470
-4,562
| -41% | -$356K | 0.11% | 52 |
|
|
2018
Q1 | $875K | Sell |
11,032
-2,726
| -20% | -$216K | 0.19% | 33 |
|
|
2017
Q4 | $1.26M | Buy |
+13,758
| New | +$1.26M | 0.27% | 27 |
|