B. Riley Wealth Advisors’s Philips PHG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-8,006
| Closed | -$210K | – | 1349 |
|
2022
Q1 | $210K | Buy |
8,006
+1,348
| +20% | +$35.4K | 0.01% | 1192 |
|
2021
Q4 | $211K | Sell |
6,658
-34
| -0.5% | -$1.08K | 0.01% | 1248 |
|
2021
Q3 | $255K | Sell |
6,692
-580
| -8% | -$22.1K | 0.01% | 1129 |
|
2021
Q2 | $310K | Sell |
7,272
-1,874
| -20% | -$79.9K | 0.01% | 1007 |
|
2021
Q1 | $439K | Buy |
+9,146
| New | +$439K | 0.02% | 798 |
|
2015
Q1 | – | Sell |
-1,814
| Closed | -$38 | – | 1582 |
|
2014
Q4 | $38 | Buy |
+1,814
| New | +$38 | ﹤0.01% | 2237 |
|
2014
Q3 | – | Sell |
-3,250
| Closed | -$74.2K | – | 1542 |
|
2014
Q2 | $74.2K | Buy |
+3,250
| New | +$74.2K | 0.02% | 857 |
|