Lubar & Co’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-2,138
| Closed | -$172K | – | 31 |
|
2014
Q1 | $172K | Sell |
2,138
-3,292
| -61% | -$265K | 0.14% | 25 |
|
2013
Q4 | $442K | Hold |
5,430
| – | – | 0.34% | 27 |
|
2013
Q3 | $410K | Buy |
5,430
+2,138
| +65% | +$161K | 0.38% | 25 |
|
2013
Q2 | $253K | Buy |
+3,292
| New | +$253K | 0.27% | 23 |
|