Financial Synergies Wealth Advisors’s Prestige Consumer Healthcare PBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15
| Closed | -$1.09K | – | 343 |
|
|
2024
Q1 | $1.09K | Hold |
15
| – | – | ﹤0.01% | 398 |
|
|
2023
Q4 | $939 | Hold |
15
| – | – | ﹤0.01% | 335 |
|
|
2023
Q3 | $858 | Hold |
15
| – | – | ﹤0.01% | 394 |
|
|
2023
Q2 | $892 | Hold |
15
| – | – | ﹤0.01% | 388 |
|
|
2023
Q1 | $940 | Hold |
15
| – | – | ﹤0.01% | 380 |
|
|
2022
Q4 | $939 | Buy |
15
+4
| +36% | +$250 | ﹤0.01% | 335 |
|
|
2022
Q3 | $549 | Hold |
11
| – | – | ﹤0.01% | 356 |
|
|
2022
Q2 | $647 | Buy |
+11
| New | +$647 | ﹤0.01% | 354 |
|