Berman Capital Advisors’s Philips PHG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $24K | Sell |
634
-21
| -3% | -$795 | ﹤0.01% | 924 |
|
2021
Q2 | $27K | Buy |
655
+13
| +2% | +$536 | ﹤0.01% | 796 |
|
2021
Q1 | $30K | Buy |
642
+42
| +7% | +$1.96K | 0.01% | 659 |
|
2020
Q4 | $27K | Sell |
600
-30
| -5% | -$1.35K | 0.01% | 590 |
|
2020
Q3 | $24K | Buy |
630
+8
| +1% | +$305 | 0.01% | 533 |
|
2020
Q2 | $24K | Sell |
622
-27
| -4% | -$1.04K | 0.01% | 494 |
|
2020
Q1 | $21K | Buy |
649
+115
| +22% | +$3.72K | 0.01% | 482 |
|
2019
Q4 | $21K | Buy |
534
+1
| +0.2% | +$39 | 0.01% | 526 |
|
2019
Q3 | $20K | Hold |
533
| – | – | 0.01% | 510 |
|
2019
Q2 | $19K | Buy |
533
+347
| +187% | +$12.4K | 0.01% | 527 |
|
2019
Q1 | $6K | Sell |
186
-64
| -26% | -$2.07K | ﹤0.01% | 825 |
|
2018
Q4 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 639 |
|