SMA
Simply Money Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-296
| Closed | -$24K | – | 37 |
|
|
2014
Q1 | $24K | Sell |
296
-9,995
| -97% | -$810K | ﹤0.01% | 34 |
|
|
2013
Q4 | $838K | Buy |
10,291
+4,427
| +75% | +$360K | 0.14% | 18 |
|
|
2013
Q3 | $443K | Sell |
5,864
-39,023
| -87% | -$2.95M | 0.08% | 17 |
|
|
2013
Q2 | $3.46M | Buy |
+44,887
| New | +$3.46M | 0.62% | 17 |
|