Perigon 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
Q1 | – | Sell |
-1,145
| Closed | -$52K | – | 876 |
|
|
2020
Q4 | $52K | Buy |
+1,145
| New | +$52K | 0.01% | 732 |
|
|
2017
Q4 | – | Sell |
-165
| Closed | -$5K | – | 658 |
|
|
2017
Q3 | $5K | Buy |
+165
| New | +$5K | ﹤0.01% | 556 |
|
|
2017
Q1 | – | Sell |
-774
| Closed | -$18K | – | 683 |
|
|
2016
Q4 | $18K | Hold |
774
| – | – | ﹤0.01% | 483 |
|
|
2016
Q3 | $18K | Buy |
+774
| New | +$18K | ﹤0.01% | 412 |
|