JNBA Financial Advisors’s Philips PHG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-4,499
| Closed | -$102K | – | 1095 |
|
2016
Q3 | $102K | Buy |
+4,499
| New | +$102K | 0.01% | 349 |
|
2015
Q3 | – | Sell |
-327
| Closed | -$6K | – | 541 |
|
2015
Q2 | $6K | Hold |
327
| – | – | ﹤0.01% | 395 |
|
2015
Q1 | $7K | Hold |
327
| – | – | ﹤0.01% | 389 |
|
2014
Q4 | $7K | Hold |
327
| – | – | ﹤0.01% | 394 |
|
2014
Q3 | $7K | Hold |
327
| – | – | ﹤0.01% | 407 |
|
2014
Q2 | $7K | Buy |
327
+10
| +3% | +$214 | ﹤0.01% | 387 |
|
2014
Q1 | $8K | Hold |
317
| – | – | ﹤0.01% | 352 |
|
2013
Q4 | $8K | Hold |
317
| – | – | ﹤0.01% | 332 |
|
2013
Q3 | $7K | Hold |
317
| – | – | ﹤0.01% | 334 |
|
2013
Q2 | $6K | Buy |
+317
| New | +$6K | ﹤0.01% | 296 |
|