OptiFour Integrated Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.09M | Sell |
8,708
-570
| -6% | -$71.2K | 0.75% | 21 |
|
|
2019
Q3 | $1.15M | Sell |
9,278
-389
| -4% | -$48.4K | 0.82% | 20 |
|
|
2019
Q2 | $1.06M | Buy |
9,667
+117
| +1% | +$12.8K | 0.74% | 22 |
|
|
2019
Q1 | $994K | Hold |
9,550
| – | – | 0.81% | 18 |
|
|
2018
Q4 | $878K | Sell |
9,550
-223
| -2% | -$20.5K | 0.8% | 17 |
|
|
2018
Q3 | $813K | Hold |
9,773
| – | – | 0.67% | 18 |
|
|
2018
Q2 | $763K | Hold |
9,773
| – | – | 0.66% | 18 |
|
|
2018
Q1 | $775K | Buy |
9,773
+150
| +2% | +$11.9K | 0.65% | 19 |
|
|
2017
Q4 | $884K | Buy |
+9,623
| New | +$884K | 0.74% | 20 |
|