Squar Milner Financial 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 | – | Sell |
-8,871
| Closed | -$1.06M | – | 143 |
|
|
2020
Q2 | $1.06M | Buy |
8,871
+2,137
| +32% | +$256K | 0.6% | 36 |
|
|
2020
Q1 | $740K | Buy |
6,734
+355
| +6% | +$39K | 0.44% | 39 |
|
|
2019
Q4 | $796K | Sell |
6,379
-3,333
| -34% | -$416K | 0.4% | 45 |
|
|
2019
Q3 | $1.35M | Buy |
9,712
+4,518
| +87% | +$628K | 0.69% | 32 |
|
|
2019
Q2 | $570K | Buy |
5,194
+1,564
| +43% | +$172K | 0.38% | 52 |
|
|
2019
Q1 | $377K | Buy |
3,630
+563
| +18% | +$58.5K | 0.28% | 82 |
|
|
2018
Q4 | $282K | Buy |
3,067
+598
| +24% | +$55K | 0.27% | 94 |
|
|
2018
Q3 | $205K | Sell |
2,469
-966
| -28% | -$80.2K | 0.18% | 150 |
|
|
2018
Q2 | $268K | Buy |
3,435
+398
| +13% | +$31.1K | 0.24% | 113 |
|
|
2018
Q1 | $241K | Buy |
3,037
+40
| +1% | +$3.17K | 0.3% | 124 |
|
|
2017
Q4 | $260K | Buy |
+2,997
| New | +$260K | 0.31% | 116 |
|