HFP
PHG icon

Holistic Financial Partners’s Philips PHG Stock Holding History

Holistic Financial Partners’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
2021
Q4 		– Sell
-6,269
Closed -$230K – 124
2021
Q3 		$230K Buy
6,269
+772
+14% +$29.3K 0.14% 96
2021
Q2 		$226K Buy
5,497
+293
+6% +$13.5K 0.13% 107
2021
Q1 		$241K Hold
5,204
– – 0.16% 94
2020
Q4 		$229K Buy
+5,204
New +$215K 0.16% 89
2018
Q2 		– Sell
-3,491
Closed -$102K – 270
2018
Q1 		$102K Hold
3,491
– – 0.09% 111
2017
Q4 		$100K Buy
+3,491
New +$105K 0.08% 115

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