Insight Wealth Strategies’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-51,309
| Closed | -$1.34M | – | 159 |
|
|
2022
Q1 | $1.34M | Buy |
51,309
+3,231
| +7% | +$84.5K | 0.2% | 87 |
|
|
2021
Q4 | $1.52M | Buy |
48,078
+5,451
| +13% | +$172K | 0.22% | 70 |
|
|
2021
Q3 | $1.62M | Buy |
42,627
+6,675
| +19% | +$254K | 0.23% | 63 |
|
|
2021
Q2 | $1.53M | Sell |
35,952
-5,992
| -14% | -$255K | 0.22% | 63 |
|
|
2021
Q1 | $2.01M | Buy |
41,944
+5,665
| +16% | +$272K | 0.27% | 52 |
|
|
2020
Q4 | $1.65M | Buy |
36,279
+2,362
| +7% | +$108K | 0.28% | 49 |
|
|
2020
Q3 | $1.35M | Buy |
33,917
+11,702
| +53% | +$464K | 0.25% | 48 |
|
|
2020
Q2 | $875K | Buy |
+22,215
| New | +$875K | 0.19% | 53 |
|