Wealthstreet Investment 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
Q3 | – | Sell |
-2,307
| Closed | -$311K | – | 86 |
|
|
2021
Q2 | $311K | Sell |
2,307
-87,372
| -97% | -$11.8M | 1.61% | 21 |
|
|
2021
Q1 | $12.1M | Sell |
89,679
-2,050
| -2% | -$278K | 1.18% | 20 |
|
|
2020
Q4 | $12.8M | Sell |
91,729
-175
| -0.2% | -$24.3K | 1.29% | 19 |
|
|
2020
Q3 | $12.8M | Buy |
91,904
+646
| +0.7% | +$89.8K | 1.43% | 17 |
|
|
2020
Q2 | $10.9M | Sell |
91,258
-32
| -0% | -$3.83K | 1.34% | 20 |
|
|
2020
Q1 | $10M | Buy |
91,290
+198
| +0.2% | +$21.8K | 1.48% | 18 |
|
|
2019
Q4 | $11.4M | Sell |
91,092
-400
| -0.4% | -$50K | 1.33% | 19 |
|
|
2019
Q3 | $11.3M | Buy |
91,492
+304
| +0.3% | +$37.6K | 1.44% | 18 |
|
|
2019
Q2 | $10M | Buy |
91,188
+301
| +0.3% | +$33K | 1.29% | 19 |
|
|
2019
Q1 | $9.46M | Buy |
90,887
+910
| +1% | +$94.7K | 1.25% | 19 |
|
|
2018
Q4 | $8.42M | Sell |
89,977
-1,530
| -2% | -$143K | 1.18% | 19 |
|
|
2018
Q3 | $7.62M | Sell |
91,507
-2,618
| -3% | -$218K | 0.94% | 26 |
|
|
2018
Q2 | $7.35M | Sell |
94,125
-1,200
| -1% | -$93.7K | 0.97% | 23 |
|
|
2018
Q1 | $7.56M | Buy |
95,325
+1,728
| +2% | +$137K | 0.95% | 23 |
|
|
2017
Q4 | $8.6M | Buy |
+93,597
| New | +$8.6M | 1.04% | 22 |
|