Stevens First Principles Investment Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $56K | Sell |
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|
2019
Q1 | $71K | Hold |
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|
2018
Q4 | $63K | Buy |
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|
2018
Q3 | $17K | Hold |
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|
2018
Q2 | $16K | Sell |
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|
2018
Q1 | $825K | Hold |
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|
2017
Q4 | $957K | Hold |
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|
2017
Q3 | $947K | Buy |
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|
2017
Q2 | $901K | Hold |
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|
2017
Q1 | $929K | Sell |
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|
2016
Q4 | $875K | Buy |
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|
2016
Q3 | $912K | Sell |
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|
2016
Q2 | $890K | Buy |
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|
2016
Q1 | $17K | Hold |
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|
2015
Q4 | $16K | Hold |
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|
2015
Q3 | $14K | Hold |
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|
2015
Q2 | $16K | Hold |
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|
2015
Q1 | $16K | Hold |
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|
2014
Q4 | $18K | Hold |
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|
2014
Q3 | $17K | Hold |
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|
2014
Q2 | $16K | Sell |
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|
2014
Q1 | $97K | Buy |
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|
2013
Q4 | $57K | Buy |
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