BerganKDV Wealth Management’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.75K | Sell |
335
-1
| -0.3% | -$20 | ﹤0.01% | 584 |
|
|
2023
Q1 | $5.47K | Hold |
336
| – | – | ﹤0.01% | 682 |
|
|
2022
Q4 | $4.47K | Hold |
336
| – | – | ﹤0.01% | 689 |
|
|
2022
Q3 | $5K | Hold |
336
| – | – | ﹤0.01% | 686 |
|
|
2022
Q2 | $6K | Sell |
336
-12
| -3% | -$214 | ﹤0.01% | 676 |
|
|
2022
Q1 | $9K | Hold |
348
| – | – | ﹤0.01% | 632 |
|
|
2021
Q4 | $11K | Sell |
348
-86
| -20% | -$2.72K | ﹤0.01% | 650 |
|
|
2021
Q3 | $17K | Buy |
434
+86
| +25% | +$3.37K | ﹤0.01% | 555 |
|
|
2021
Q2 | $15K | Sell |
348
-6
| -2% | -$259 | ﹤0.01% | 551 |
|
|
2021
Q1 | $17K | Hold |
354
| – | – | ﹤0.01% | 509 |
|
|
2020
Q4 | $16K | Hold |
354
| – | – | ﹤0.01% | 507 |
|
|
2020
Q3 | $14K | Sell |
354
-1
| -0.3% | -$40 | ﹤0.01% | 469 |
|
|
2020
Q2 | $14K | Buy |
+355
| New | +$14K | ﹤0.01% | 495 |
|