BSW Wealth Partners’s Philips PHG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-12,335
| Closed | -$496K | – | 130 |
|
2019
Q4 | $496K | Buy |
12,335
+10,723
| +665% | +$431K | 0.17% | 59 |
|
2019
Q3 | $61K | Buy |
1,612
+51
| +3% | +$1.93K | 0.02% | 117 |
|
2019
Q2 | $56K | Buy |
1,561
+27
| +2% | +$969 | 0.02% | 118 |
|
2019
Q1 | $50K | Buy |
+1,534
| New | +$50K | 0.02% | 98 |
|
2018
Q4 | – | Sell |
-6,071
| Closed | -$222K | – | 129 |
|
2018
Q3 | $222K | Buy |
+6,071
| New | +$222K | 0.08% | 121 |
|