Shine Investment Advisory 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 | $196K | Sell |
1,410
-171
| -11% | -$23.8K | 0.07% | 129 |
|
|
2020
Q2 | $189K | Hold |
1,581
| – | – | 0.07% | 122 |
|
|
2020
Q1 | $174K | Buy |
1,581
+1
| +0.1% | +$110 | 0.08% | 119 |
|
|
2019
Q4 | $197K | Buy |
1,580
+376
| +31% | +$46.9K | 0.08% | 129 |
|
|
2019
Q3 | $150K | Buy |
1,204
+173
| +17% | +$21.6K | 0.07% | 133 |
|
|
2019
Q2 | $113K | Buy |
1,031
+1
| +0.1% | +$110 | 0.05% | 163 |
|
|
2019
Q1 | $107K | Buy |
1,030
+1
| +0.1% | +$104 | 0.05% | 177 |
|
|
2018
Q4 | $95K | Hold |
1,029
| – | – | 0.05% | 175 |
|
|
2018
Q3 | $86K | Buy |
1,029
+1
| +0.1% | +$84 | 0.05% | 211 |
|
|
2018
Q2 | $80K | Sell |
1,028
-199
| -16% | -$15.5K | 0.04% | 225 |
|
|
2018
Q1 | $97K | Hold |
1,227
| – | – | 0.05% | 175 |
|
|
2017
Q4 | $113K | Hold |
1,227
| – | – | 0.06% | 158 |
|
|
2017
Q3 | $112K | Buy |
1,227
+100
| +9% | +$9.13K | 0.06% | 150 |
|
|
2017
Q2 | $98K | Buy |
+1,127
| New | +$98K | 0.05% | 160 |
|