Stonebridge Financial Planning Group’s Philips PHG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-714
| Closed | -$20K | – | 294 |
|
2021
Q4 | $20K | Hold |
714
| – | – | 0.01% | 299 |
|
2021
Q3 | $29K | Hold |
714
| – | – | 0.01% | 270 |
|
2021
Q2 | $29K | Sell |
714
-14
| -2% | -$569 | 0.02% | 267 |
|
2021
Q1 | $37K | Hold |
728
| – | – | 0.02% | 235 |
|
2020
Q4 | $33K | Hold |
728
| – | – | 0.02% | 232 |
|
2020
Q3 | $30K | Buy |
728
+15
| +2% | +$618 | 0.02% | 228 |
|
2020
Q2 | $29K | Sell |
713
-15
| -2% | -$610 | 0.02% | 225 |
|
2020
Q1 | $24K | Hold |
728
| – | – | 0.02% | 229 |
|
2019
Q4 | $29K | Buy |
+728
| New | +$29K | 0.03% | 207 |
|