CIM
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Contravisory Investment Management’s Philips PHG Stock Holding History

Contravisory Investment Management’s Portfolio PHG Stock Details PHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,601
Closed -$200K – 379
2023
Q4 		$200K Buy
+9,601
New +$175K 0.05% 200
2021
Q1 		– Sell
-1,506
Closed -$66K – 285
2020
Q4 		$66K Buy
1,506
+39
+3% +$1.61K 0.02% 198
2020
Q3 		$56K Buy
1,467
+17
+1% +$682 0.02% 195
2020
Q2 		$55K Sell
1,450
-70
-5% -$2.44K 0.02% 196
2020
Q1 		$49K Buy
+1,520
New +$53.8K 0.02% 212
2018
Q1 		– Sell
-1,696
Closed -$49K – 423
2017
Q4 		$49K Buy
1,696
+946
+126% +$28.5K 0.02% 214
2017
Q3 		$23K Buy
+750
New +$21.8K 0.01% 223
2017
Q2 		– Sell
-515
Closed -$12K – 228
2017
Q1 		$12K Hold
515
– – ﹤0.01% 212
2016
Q4 		$12K Hold
515
– – ﹤0.01% 196
2016
Q3 		$11K Buy
515
+38
+8% +$778 ﹤0.01% 197
2016
Q2 		$9K Buy
+477
New +$9.23K ﹤0.01% 128

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Dimensional Fund Advisors
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BGIM
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TSW
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CCM
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Envestnet Asset Management
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