Lee Capital 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 | $476K | Hold |
6,000
| – | – | 0.36% | 74 |
|
|
2017
Q4 | $551K | Sell |
6,000
-12,000
| -67% | -$1.1M | 0.47% | 65 |
|
|
2017
Q3 | $1.64M | Buy |
18,000
+8,000
| +80% | +$728K | 1.33% | 30 |
|
|
2017
Q2 | $872K | Buy |
10,000
+6,000
| +150% | +$523K | 0.78% | 51 |
|
|
2017
Q1 | $359K | Hold |
4,000
| – | – | 0.32% | 78 |
|
|
2016
Q4 | $336K | Buy |
+4,000
| New | +$336K | 0.32% | 76 |
|