Patriot Financial Group Insurance Agency’s PLDT PHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-164
| Closed | -$5K | – | 1520 |
|
|
2022
Q2 | $5K | Hold |
164
| – | – | ﹤0.01% | 1494 |
|
|
2022
Q1 | $6K | Buy |
164
+16
| +11% | +$585 | ﹤0.01% | 1558 |
|
|
2021
Q4 | $5K | Buy |
148
+18
| +14% | +$608 | ﹤0.01% | 1718 |
|
|
2021
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 1784 |
|
|
2021
Q2 | $3K | Buy |
130
+69
| +113% | +$1.59K | ﹤0.01% | 1801 |
|
|
2021
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 1802 |
|
|
2020
Q4 | $2K | Hold |
61
| – | – | ﹤0.01% | 1658 |
|
|
2020
Q3 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 1473 |
|