Lucia Wealth Services’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $33K | Hold |
236
| – | – | 0.01% | 168 |
|
|
2020
Q2 | $28K | Hold |
236
| – | – | 0.01% | 165 |
|
|
2020
Q1 | $26K | Hold |
236
| – | – | 0.01% | 178 |
|
|
2019
Q4 | $29K | Hold |
236
| – | – | 0.01% | 162 |
|
|
2019
Q3 | $29K | Buy |
+236
| New | +$29K | 0.01% | 145 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$1K | – | 204 |
|
|
2018
Q3 | $1K | Sell |
16
-979
| -98% | -$61.2K | ﹤0.01% | 216 |
|
|
2018
Q2 | $78K | Sell |
995
-64,006
| -98% | -$5.02M | 0.03% | 148 |
|
|
2018
Q1 | $5.15M | Sell |
65,001
-11,361
| -15% | -$901K | 1.67% | 16 |
|
|
2017
Q4 | $7.02M | Buy |
+76,362
| New | +$7.02M | 3.1% | 8 |
|