Wealthfront’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.8M | Sell |
69,731
-2,418
| -3% | -$201K | 0.06% | 55 |
|
|
2018
Q2 | $5.63M | Sell |
72,149
-12,087
| -14% | -$944K | 0.06% | 53 |
|
|
2018
Q1 | $6.68M | Buy |
84,236
+1,004
| +1% | +$79.6K | 0.07% | 47 |
|
|
2017
Q4 | $7.65M | Sell |
83,232
-8,074
| -9% | -$742K | 0.09% | 39 |
|
|
2017
Q3 | $8.31M | Buy |
91,306
+16,809
| +23% | +$1.53M | 0.11% | 34 |
|
|
2017
Q2 | $6.49M | Sell |
74,497
-757
| -1% | -$66K | 0.1% | 38 |
|
|
2017
Q1 | $6.76M | Buy |
75,254
+12,818
| +21% | +$1.15M | 0.12% | 35 |
|
|
2016
Q4 | $5.25M | Sell |
62,436
-8,982
| -13% | -$755K | 0.12% | 37 |
|
|
2016
Q3 | $6.41M | Buy |
71,418
+8,684
| +14% | +$779K | 0.15% | 30 |
|
|
2016
Q2 | $5.31M | Sell |
62,734
-2,207
| -3% | -$187K | 0.15% | 31 |
|
|
2016
Q1 | $5.35M | Buy |
64,941
+27,883
| +75% | +$2.29M | 0.17% | 30 |
|
|
2015
Q4 | $2.94M | Buy |
37,058
+6,923
| +23% | +$550K | 0.11% | 38 |
|
|
2015
Q3 | $2.17M | Buy |
30,135
+15,301
| +103% | +$1.1M | 0.09% | 43 |
|
|
2015
Q2 | $1.16M | Buy |
14,834
+1,145
| +8% | +$89.6K | 0.05% | 50 |
|
|
2015
Q1 | $1.12M | Sell |
13,689
-4,277
| -24% | -$351K | 0.05% | 38 |
|
|
2014
Q4 | $1.64M | Buy |
17,966
+3,964
| +28% | +$361K | 0.1% | 28 |
|
|
2014
Q3 | $1.17M | Buy |
14,002
+5,404
| +63% | +$453K | 0.08% | 30 |
|
|
2014
Q2 | $688K | Buy |
8,598
+3,881
| +82% | +$311K | 0.06% | 28 |
|
|
2014
Q1 | $379K | Buy |
+4,717
| New | +$379K | 0.05% | 30 |
|