NCM
Neumann Capital Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-16,895
| Closed | -$1.52M | – | 72 |
|
|
2017
Q1 | $1.52M | Sell |
16,895
-15,400
| -48% | -$1.38M | 0.98% | 36 |
|
|
2016
Q4 | $2.72M | Sell |
32,295
-9,950
| -24% | -$836K | 1.75% | 17 |
|
|
2016
Q3 | $3.79M | Sell |
42,245
-800
| -2% | -$71.8K | 2.52% | 15 |
|
|
2016
Q2 | $3.65M | Sell |
43,045
-300
| -0.7% | -$25.4K | 2.42% | 15 |
|
|
2016
Q1 | $3.57M | Hold |
43,345
| – | – | 2.35% | 15 |
|
|
2015
Q4 | $3.44M | Buy |
43,345
+250
| +0.6% | +$19.9K | 2.39% | 15 |
|
|
2015
Q3 | $3.1M | Hold |
43,095
| – | – | 2.19% | 15 |
|
|
2015
Q2 | $3.37M | Sell |
43,095
-450
| -1% | -$35.2K | 2.15% | 16 |
|
|
2015
Q1 | $3.57M | Hold |
43,545
| – | – | 2.28% | 14 |
|
|
2014
Q4 | $3.97M | Buy |
+43,545
| New | +$3.97M | 2.59% | 13 |
|