RPg Family Wealth Advisory’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-66
| Closed | -$10.1K | – | 259 |
|
|
2022
Q1 | $10.1K | Hold |
66
| – | – | ﹤0.01% | 259 |
|
|
2021
Q4 | $10.8K | Buy |
+66
| New | +$10.8K | ﹤0.01% | 270 |
|
|
2020
Q4 | $14.9K | Hold |
107
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $14.9K | Hold |
107
| – | – | 0.01% | 243 |
|
|
2020
Q2 | $12.8K | Sell |
107
-91
| -46% | -$10.9K | 0.01% | 259 |
|
|
2020
Q1 | $21.8K | Buy |
198
+91
| +85% | +$10K | 0.02% | 185 |
|
|
2019
Q4 | $13.4K | Sell |
107
-963
| -90% | -$120K | 0.01% | 246 |
|
|
2019
Q3 | $133K | Hold |
1,070
| – | – | 0.08% | 108 |
|
|
2019
Q2 | $117K | Sell |
1,070
-9
| -0.8% | -$987 | 0.07% | 107 |
|
|
2019
Q1 | $112K | Sell |
1,079
-204
| -16% | -$21.2K | 0.07% | 112 |
|
|
2018
Q4 | $118K | Sell |
1,283
-66
| -5% | -$6.07K | 0.11% | 68 |
|
|
2018
Q3 | $112K | Hold |
1,349
| – | – | 0.08% | 76 |
|
|
2018
Q2 | $105K | Buy |
1,349
+913
| +209% | +$71.3K | 0.08% | 77 |
|
|
2018
Q1 | $34.6K | Hold |
436
| – | – | 0.03% | 155 |
|
|
2017
Q4 | $40.1K | Sell |
436
-331
| -43% | -$30.4K | 0.03% | 149 |
|
|
2017
Q3 | $69.8K | Sell |
767
-200
| -21% | -$18.2K | 0.06% | 102 |
|
|
2017
Q2 | $84.3K | Sell |
967
-324
| -25% | -$28.2K | 0.07% | 90 |
|
|
2017
Q1 | $116K | Buy |
1,291
+207
| +19% | +$18.6K | 0.1% | 69 |
|
|
2016
Q4 | $91.1K | Buy |
1,084
+116
| +12% | +$9.75K | 0.08% | 86 |
|
|
2016
Q3 | $86.9K | Sell |
968
-370
| -28% | -$33.2K | 0.06% | 86 |
|
|
2016
Q2 | $113K | Buy |
1,338
+440
| +49% | +$37.3K | 0.05% | 82 |
|
|
2016
Q1 | $73.9K | Buy |
898
+334
| +59% | +$27.5K | 0.06% | 105 |
|
|
2015
Q4 | $44.8K | Buy |
+564
| New | +$44.8K | 0.04% | 102 |
|