NIA
NIA Impact Advisors’s PLDT PHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,662
| Closed | -$369K | – | 111 |
|
|
2024
Q4 | $369K | Sell |
16,662
-67,819
| -80% | -$1.5M | 0.12% | 94 |
|
|
2024
Q3 | $2.27M | Buy |
84,481
+1,488
| +2% | +$40K | 0.75% | 45 |
|
|
2024
Q2 | $2.04M | Sell |
82,993
-3,749
| -4% | -$92.1K | 0.73% | 44 |
|
|
2024
Q1 | $2.14M | Buy |
+86,742
| New | +$2.14M | 0.85% | 45 |
|
|
2023
Q2 | $2.24M | Sell |
96,820
-846
| -0.9% | -$19.5K | 1.27% | 31 |
|
|
2023
Q1 | $2.47M | Sell |
97,666
-2,953
| -3% | -$74.6K | 1.33% | 33 |
|
|
2022
Q4 | $2.29M | Buy |
100,619
+9,623
| +11% | +$219K | 1.33% | 32 |
|
|
2022
Q3 | $2.3M | Buy |
90,996
+46,638
| +105% | +$1.18M | 1.42% | 32 |
|
|
2022
Q2 | $1.35M | Buy |
+44,358
| New | +$1.35M | 0.81% | 45 |
|