Lagoda Investment Management’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 | – | Sell |
-590
| Closed | -$54K | – | 42 |
|
|
2017
Q4 | $54K | Sell |
590
-100
| -14% | -$9.15K | 0.02% | 36 |
|
|
2017
Q3 | $63K | Hold |
690
| – | – | 0.02% | 35 |
|
|
2017
Q2 | $60K | Hold |
690
| – | – | 0.02% | 33 |
|
|
2017
Q1 | $62K | Sell |
690
-25
| -3% | -$2.25K | 0.02% | 30 |
|
|
2016
Q4 | $60K | Buy |
+715
| New | +$60K | 0.02% | 36 |
|