Icon Wealth Partners’s PLDT PHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,907
| Closed | -$41K | – | 605 |
|
|
2019
Q1 | $41K | Buy |
+1,907
| New | +$41K | 0.02% | 392 |
|
|
2018
Q3 | – | Sell |
-1,403
| Closed | -$33K | – | 603 |
|
|
2018
Q2 | $33K | Buy |
+1,403
| New | +$33K | 0.01% | 475 |
|
|
2018
Q1 | – | Sell |
-1,241
| Closed | -$37K | – | 602 |
|
|
2017
Q4 | $37K | Buy |
+1,241
| New | +$37K | 0.02% | 485 |
|