LFA
Legacy Financial Advisors’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,013
| Closed | -$234K | – | 332 |
|
|
2023
Q4 | $234K | Buy |
+10,013
| New | +$234K | 0.04% | 268 |
|
|
2019
Q2 | – | Sell |
-399
| Closed | -$16K | – | 687 |
|
|
2019
Q1 | $16K | Sell |
399
-653
| -62% | -$26.2K | 0.01% | 513 |
|
|
2018
Q4 | $37K | Buy |
1,052
+32
| +3% | +$1.13K | 0.01% | 293 |
|
|
2018
Q3 | $46K | Sell |
1,020
-7
| -0.7% | -$316 | 0.02% | 259 |
|
|
2018
Q2 | $45K | Hold |
1,027
| – | – | 0.02% | 261 |
|
|
2018
Q1 | $40K | Sell |
1,027
-122
| -11% | -$4.75K | 0.02% | 270 |
|
|
2017
Q4 | $43K | Buy |
+1,149
| New | +$43K | 0.02% | 262 |
|