Wilson Kemp & Associates’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 | – | Sell |
-5,218
| Closed | -$410K | – | 44 |
|
2014
Q2 | $410K | Sell |
5,218
-6,065
| -54% | -$477K | 1.47% | 26 |
|
2014
Q1 | $909K | Sell |
11,283
-4,899
| -30% | -$395K | 2.36% | 11 |
|
2013
Q4 | $1.32M | Buy |
16,182
+917
| +6% | +$74.6K | 2.53% | 10 |
|
2013
Q3 | $1.15M | Sell |
15,265
-9,380
| -38% | -$709K | 2.54% | 12 |
|
2013
Q2 | $1.9M | Buy |
+24,645
| New | +$1.9M | 1.81% | 15 |
|