Lenox Wealth Management’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $404K | Buy |
10,264
+379
| +4% | +$14.9K | 0.12% | 100 |
|
|
2020
Q1 | $327K | Buy |
9,885
+602
| +6% | +$19.9K | 0.11% | 98 |
|
|
2019
Q4 | $373K | Buy |
9,283
+1,727
| +23% | +$69.4K | 0.1% | 108 |
|
|
2019
Q3 | $287K | Buy |
7,556
+2,993
| +66% | +$114K | 0.08% | 118 |
|
|
2019
Q2 | $163K | Buy |
4,563
+2,069
| +83% | +$73.9K | 0.05% | 146 |
|
|
2019
Q1 | $82K | Buy |
2,494
+2,472
| +11,236% | +$81.3K | 0.03% | 199 |
|
|
2018
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 562 |
|
|
2018
Q3 | $2K | Sell |
22
-164
| -88% | -$14.9K | ﹤0.01% | 585 |
|
|
2018
Q2 | $6K | Buy |
+186
| New | +$6K | ﹤0.01% | 420 |
|