Beacon Pointe Advisors’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,122
| Closed | -$286K | – | 1240 |
|
|
2024
Q3 | $286K | Sell |
9,122
-1,214
| -12% | -$38.1K | ﹤0.01% | 1027 |
|
|
2024
Q2 | $250K | Sell |
10,336
-1,478
| -13% | -$35.7K | ﹤0.01% | 1097 |
|
|
2024
Q1 | $219K | Buy |
11,814
+684
| +6% | +$12.7K | ﹤0.01% | 1212 |
|
|
2023
Q4 | $241K | Buy |
+11,130
| New | +$241K | ﹤0.01% | 1130 |
|
|
2022
Q2 | – | Sell |
-11,200
| Closed | -$293K | – | 1178 |
|
|
2022
Q1 | $293K | Buy |
11,200
+4,088
| +57% | +$107K | ﹤0.01% | 987 |
|
|
2021
Q4 | $225K | Buy |
+7,112
| New | +$225K | 0.01% | 837 |
|