PWP
DNB

Phillips Wealth Planners’s Dun & Bradstreet DNB Stock Holding History

Phillips Wealth Planners’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,611
Closed -$155K – 178
2023
Q4 		$155K Sell
13,611
-965
-7% -$11K 0.19% 154
2023
Q3 		$141K Buy
14,576
+63
+0.4% +$610 0.19% 143
2023
Q2 		$168K Buy
14,513
+3,968
+38% +$45.9K 0.22% 143
2023
Q1 		$117K Buy
+10,545
New +$117K 0.15% 146