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