Atwood & Palmer’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-85
| Closed | -$3K | – | 458 |
|
|
2021
Q4 | $3K | Sell |
85
-350
| -80% | -$12.4K | ﹤0.01% | 427 |
|
|
2021
Q3 | $17K | Buy |
435
+268
| +160% | +$10.5K | ﹤0.01% | 321 |
|
|
2021
Q2 | $7K | Buy |
+167
| New | +$7K | ﹤0.01% | 349 |
|
|
2019
Q4 | – | Sell |
-970
| Closed | -$37K | – | 300 |
|
|
2019
Q3 | $37K | Hold |
970
| – | – | 0.01% | 204 |
|
|
2019
Q2 | $35K | Sell |
970
-24
| -2% | -$866 | ﹤0.01% | 196 |
|
|
2019
Q1 | $33K | Hold |
994
| – | – | ﹤0.01% | 195 |
|
|
2018
Q4 | $28K | Sell |
994
-7,100
| -88% | -$200K | ﹤0.01% | 196 |
|
|
2018
Q3 | $297K | Hold |
8,094
| – | – | 0.04% | 107 |
|
|
2018
Q2 | $275K | Sell |
8,094
-183
| -2% | -$6.22K | 0.04% | 111 |
|
|
2018
Q1 | $250K | Hold |
8,277
| – | – | 0.04% | 115 |
|
|
2017
Q4 | $246K | Hold |
8,277
| – | – | 0.03% | 117 |
|
|
2017
Q3 | $268K | Hold |
8,277
| – | – | 0.04% | 113 |
|
|
2017
Q2 | $233K | Sell |
8,277
-208
| -2% | -$5.86K | 0.04% | 117 |
|
|
2017
Q1 | $209K | Hold |
8,485
| – | – | 0.03% | 117 |
|
|
2016
Q4 | $199K | Hold |
8,485
| – | – | 0.04% | 112 |
|
|
2016
Q3 | $193K | Hold |
8,485
| – | – | 0.04% | 114 |
|
|
2016
Q2 | $163K | Sell |
8,485
-1
| -0% | -$19 | 0.03% | 124 |
|
|
2016
Q1 | $180K | Sell |
8,486
-135
| -2% | -$2.86K | 0.03% | 116 |
|
|
2015
Q4 | $163K | Hold |
8,621
| – | – | 0.03% | 139 |
|
|
2015
Q3 | $150K | Sell |
8,621
-1
| -0% | -$17 | 0.03% | 134 |
|
|
2015
Q2 | $163K | Sell |
8,622
-339,999
| -98% | -$6.43M | 0.03% | 139 |
|
|
2015
Q1 | $7.1M | Buy |
+348,621
| New | +$7.1M | 1.27% | 29 |
|