SWM
Sculati Wealth Management’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,168
| Closed | -$334K | – | 121 |
|
|
2020
Q4 | $334K | Hold |
6,168
| – | – | 0.22% | 84 |
|
|
2020
Q3 | $291K | Buy |
6,168
+122
| +2% | +$5.76K | 0.22% | 86 |
|
|
2020
Q2 | $283K | Hold |
6,046
| – | – | 0.24% | 78 |
|
|
2020
Q1 | $243K | Sell |
6,046
-1,466
| -20% | -$58.9K | 0.27% | 76 |
|
|
2019
Q4 | $367K | Buy |
+7,512
| New | +$367K | 0.33% | 69 |
|