AIA
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Alera Investment Advisors’s Philips PHG Stock Holding History

Alera Investment Advisors’s Portfolio PHG Stock Details PHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,768
Closed -$267K – 95
2021
Q1 		$267K Sell
5,768
-632
-10% -$28.7K 0.09% 78
2020
Q4 		$281K Buy
6,400
+651
+11% +$26.9K 0.1% 66
2020
Q3 		$220K Buy
5,749
+114
+2% +$4.58K 0.09% 76
2020
Q2 		$214K Buy
+5,635
New +$196K 0.11% 70
2020
Q1 		– Sell
-5,749
Closed -$223K – 74
2019
Q4 		$223K Sell
5,749
-580
-9% -$21K 0.1% 54
2019
Q3 		$232K Hold
6,329
– – 0.12% 68
2019
Q2 		$219K Sell
6,329
-56
-0.9% -$1.8K 0.11% 69
2019
Q1 		$203K Buy
6,385
+107
+2% +$3.19K 0.1% 72
2018
Q4 		$171K Buy
+6,278
New +$185K 0.1% 89

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Fidelity Investments
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