Kelleher Financial Advisors’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,133
| Closed | -$286K | – | 80 |
|
|
2017
Q2 | $286K | Sell |
10,133
-3,104
| -23% | -$87.6K | 0.55% | 61 |
|
|
2017
Q1 | $326K | Buy |
+13,237
| New | +$326K | 0.7% | 50 |
|
|
2016
Q4 | – | Sell |
-13,100
| Closed | -$298K | – | 145 |
|
|
2016
Q3 | $298K | Hold |
13,100
| – | – | 0.17% | 102 |
|
|
2016
Q2 | $251K | Sell |
13,100
-1,726
| -12% | -$33.1K | 0.15% | 106 |
|
|
2016
Q1 | $314K | Buy |
+14,826
| New | +$314K | 0.17% | 116 |
|