Gideon Capital Advisors’s Philips PHG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-12,120
| Closed | -$343K | – | 485 |
|
2018
Q4 | $343K | Buy |
+12,120
| New | +$343K | 0.14% | 232 |
|
2018
Q1 | – | Sell |
-11,797
| Closed | -$351K | – | 437 |
|
2017
Q4 | $351K | Buy |
+11,797
| New | +$351K | 0.31% | 108 |
|
2017
Q3 | – | Sell |
-7,600
| Closed | -$214K | – | 356 |
|
2017
Q2 | $214K | Buy |
+7,600
| New | +$214K | 0.24% | 217 |
|
2016
Q1 | – | Sell |
-15,315
| Closed | -$289K | – | 215 |
|
2015
Q4 | $289K | Sell |
15,315
-3,102
| -17% | -$58.5K | 0.21% | 146 |
|
2015
Q3 | $321K | Buy |
+18,417
| New | +$321K | 0.19% | 160 |
|