Welch Investments’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $4.73M | Buy |
51,516
+2,121
| +4% | +$195K | 3.01% | 24 |
|
2017
Q3 | $4.49M | Buy |
49,395
+1,228
| +3% | +$112K | 3.1% | 22 |
|
2017
Q2 | $4.2M | Buy |
48,167
+2,987
| +7% | +$260K | 3.12% | 23 |
|
2017
Q1 | $4.06M | Buy |
45,180
+2,105
| +5% | +$189K | 3.22% | 17 |
|
2016
Q4 | $3.62M | Buy |
+43,075
| New | +$3.62M | 3.17% | 21 |
|