Stewardship Financial Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $671K | Sell |
4,956
-1,270
| -20% | -$172K | 0.23% | 37 |
|
|
2020
Q4 | $866K | Hold |
6,226
| – | – | 0.32% | 33 |
|
|
2020
Q3 | $865K | Sell |
6,226
-262
| -4% | -$36.4K | 0.36% | 32 |
|
|
2020
Q2 | $776K | Buy |
6,488
+24
| +0.4% | +$2.87K | 0.34% | 31 |
|
|
2020
Q1 | $711K | Sell |
6,464
-298
| -4% | -$32.8K | 0.36% | 30 |
|
|
2019
Q4 | $845K | Buy |
6,762
+74
| +1% | +$9.25K | 0.31% | 33 |
|
|
2019
Q3 | $832K | Sell |
6,688
-57
| -0.8% | -$7.09K | 0.35% | 30 |
|
|
2019
Q2 | $740K | Sell |
6,745
-97
| -1% | -$10.6K | 0.32% | 30 |
|
|
2019
Q1 | $712K | Sell |
6,842
-228
| -3% | -$23.7K | 0.33% | 32 |
|
|
2018
Q4 | $650K | Sell |
7,070
-210
| -3% | -$19.3K | 0.33% | 32 |
|
|
2018
Q3 | $606K | Sell |
7,280
-310
| -4% | -$25.8K | 0.29% | 34 |
|
|
2018
Q2 | $592K | Sell |
7,590
-943
| -11% | -$73.6K | 0.29% | 34 |
|
|
2018
Q1 | $676K | Sell |
8,533
-364
| -4% | -$28.8K | 0.34% | 34 |
|
|
2017
Q4 | $817K | Buy |
8,897
+793
| +10% | +$72.8K | 0.42% | 31 |
|
|
2017
Q3 | $737K | Sell |
8,104
-150
| -2% | -$13.6K | 0.42% | 31 |
|
|
2017
Q2 | $719K | Buy |
8,254
+531
| +7% | +$46.3K | 0.43% | 30 |
|
|
2017
Q1 | $694K | Sell |
7,723
-105
| -1% | -$9.44K | 0.43% | 32 |
|
|
2016
Q4 | $658K | Buy |
7,828
+240
| +3% | +$20.2K | 0.41% | 34 |
|
|
2016
Q3 | $681K | Sell |
7,588
-109
| -1% | -$9.78K | 0.44% | 34 |
|
|
2016
Q2 | $652K | Sell |
7,697
-257
| -3% | -$21.8K | 0.44% | 34 |
|
|
2016
Q1 | $655K | Sell |
7,954
-14,179
| -64% | -$1.17M | 0.52% | 30 |
|
|
2015
Q4 | $1.76M | Buy |
+22,133
| New | +$1.76M | 1.41% | 25 |
|