Vontobel Swiss Wealth 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
Q2 | – | Sell |
-5,071
| Closed | -$687K | – | 81 |
|
|
2021
Q1 | $687K | Buy |
5,071
+289
| +6% | +$39.2K | 0.38% | 37 |
|
|
2020
Q4 | $665K | Buy |
4,782
+140
| +3% | +$19.5K | 0.38% | 39 |
|
|
2020
Q3 | $645K | Sell |
4,642
-475
| -9% | -$66K | 0.45% | 37 |
|
|
2020
Q2 | $612K | Sell |
5,117
-150
| -3% | -$17.9K | 0.4% | 45 |
|
|
2020
Q1 | $579K | Buy |
5,267
+1,218
| +30% | +$134K | 0.44% | 49 |
|
|
2019
Q4 | $506K | Sell |
4,049
-460
| -10% | -$57.5K | 0.33% | 64 |
|
|
2019
Q3 | $561K | Buy |
4,509
+925
| +26% | +$115K | 0.36% | 64 |
|
|
2019
Q2 | $393K | Buy |
+3,584
| New | +$393K | 0.21% | 91 |
|