Stifel Trust’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $5.92M | Sell |
70,664
-3,197
| -4% | -$268K | 1.13% | 27 |
|
2014
Q2 | $5.81M | Sell |
73,861
-1,232
| -2% | -$96.8K | 1.08% | 32 |
|
2014
Q1 | $6.05M | Sell |
75,093
-4,478
| -6% | -$361K | 1.14% | 30 |
|
2013
Q4 | $6.48M | Sell |
79,571
-1,657
| -2% | -$135K | 1.22% | 25 |
|
2013
Q3 | $6.14M | Sell |
81,228
-1,262
| -2% | -$95.4K | 1.22% | 25 |
|
2013
Q2 | $6.35M | Buy |
+82,490
| New | +$6.35M | 1.32% | 22 |
|