Bartlett & Co Wealth Management’s Philips PHG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-896
| Closed | -$12.3K | – | 1178 |
|
2022
Q3 | $12.3K | Sell |
896
-217
| -19% | -$2.97K | ﹤0.01% | 791 |
|
2022
Q2 | $21.3K | Buy |
1,113
+184
| +20% | +$3.52K | ﹤0.01% | 726 |
|
2022
Q1 | $24.3K | Buy |
+929
| New | +$24.3K | ﹤0.01% | 702 |
|
2021
Q4 | – | Sell |
-864
| Closed | -$32.9K | – | 746 |
|
2021
Q3 | $32.9K | Sell |
864
-64
| -7% | -$2.44K | ﹤0.01% | 566 |
|
2021
Q2 | $39.5K | Sell |
928
-17
| -2% | -$724 | ﹤0.01% | 544 |
|
2021
Q1 | $45.3K | Hold |
945
| – | – | ﹤0.01% | 555 |
|
2020
Q4 | $43.1K | Buy |
945
+65
| +7% | +$2.96K | ﹤0.01% | 545 |
|
2020
Q3 | $34.9K | Sell |
880
-1
| -0.1% | -$40 | ﹤0.01% | 538 |
|
2020
Q2 | $34.7K | Sell |
881
-30
| -3% | -$1.18K | ﹤0.01% | 548 |
|
2020
Q1 | $30.2K | Hold |
911
| – | – | ﹤0.01% | 534 |
|
2019
Q4 | $36.6K | Sell |
911
-364
| -29% | -$14.6K | ﹤0.01% | 578 |
|
2019
Q3 | $48.5K | Buy |
1,275
+30
| +2% | +$1.14K | ﹤0.01% | 537 |
|
2019
Q2 | $44.7K | Sell |
1,245
-29
| -2% | -$1.04K | ﹤0.01% | 448 |
|
2019
Q1 | $41.9K | Hold |
1,274
| – | – | ﹤0.01% | 446 |
|
2018
Q4 | $36K | Hold |
1,274
| – | – | ﹤0.01% | 454 |
|
2018
Q3 | $46.7K | Hold |
1,274
| – | – | ﹤0.01% | 446 |
|
2018
Q2 | $43.4K | Sell |
1,274
-29
| -2% | -$987 | ﹤0.01% | 444 |
|
2018
Q1 | $39.3K | Buy |
+1,303
| New | +$39.3K | ﹤0.01% | 447 |
|