Geneos Wealth Management’s PLDT PHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-600
| Closed | -$18K | – | 2435 |
|
|
2022
Q2 | $18K | Hold |
600
| – | – | ﹤0.01% | 1732 |
|
|
2022
Q1 | $21K | Hold |
600
| – | – | ﹤0.01% | 1786 |
|
|
2021
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 1868 |
|
|
2021
Q3 | $19K | Hold |
600
| – | – | ﹤0.01% | 1946 |
|
|
2021
Q2 | $16K | Hold |
600
| – | – | ﹤0.01% | 2024 |
|
|
2021
Q1 | $15K | Hold |
600
| – | – | ﹤0.01% | 2210 |
|
|
2020
Q4 | $15K | Buy |
+600
| New | +$15K | ﹤0.01% | 2056 |
|