Holistic Financial Partners’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,044
| Closed | -$230K | – | 124 |
|
|
2021
Q3 | $230K | Buy |
6,044
+743
| +14% | +$28.3K | 0.14% | 96 |
|
|
2021
Q2 | $226K | Buy |
5,301
+284
| +6% | +$12.1K | 0.13% | 107 |
|
|
2021
Q1 | $241K | Hold |
5,017
| – | – | 0.16% | 94 |
|
|
2020
Q4 | $229K | Buy |
+5,017
| New | +$229K | 0.16% | 89 |
|
|
2018
Q2 | – | Sell |
-3,366
| Closed | -$102K | – | 275 |
|
|
2018
Q1 | $102K | Hold |
3,366
| – | – | 0.09% | 111 |
|
|
2017
Q4 | $100K | Buy |
+3,366
| New | +$100K | 0.08% | 115 |
|