Liberty Wealth Management’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,754
| Closed | -$69K | – | 834 |
|
|
2021
Q3 | $69K | Buy |
1,754
+391
| +29% | +$15.4K | 0.02% | 359 |
|
|
2021
Q2 | $53K | Sell |
1,363
-732
| -35% | -$28.5K | 0.02% | 308 |
|
|
2021
Q1 | $99K | Hold |
2,095
| – | – | 0.05% | 182 |
|
|
2020
Q4 | $99K | Buy |
2,095
+277
| +15% | +$13.1K | 0.05% | 180 |
|
|
2020
Q3 | $72K | Buy |
1,818
+7
| +0.4% | +$277 | 0.04% | 189 |
|
|
2020
Q2 | $71K | Buy |
1,811
+293
| +19% | +$11.5K | 0.05% | 184 |
|
|
2020
Q1 | $50K | Buy |
1,518
+721
| +90% | +$23.7K | 0.04% | 213 |
|
|
2019
Q4 | $32K | Sell |
797
-166
| -17% | -$6.67K | 0.03% | 332 |
|
|
2019
Q3 | $37K | Buy |
963
+730
| +313% | +$28K | 0.04% | 288 |
|
|
2019
Q2 | $8K | Sell |
233
-80
| -26% | -$2.75K | 0.01% | 571 |
|
|
2019
Q1 | $10K | Sell |
313
-94
| -23% | -$3K | 0.01% | 445 |
|
|
2018
Q4 | $11K | Buy |
+407
| New | +$11K | 0.01% | 419 |
|