Tradition Wealth Management’s Phathom Pharmaceuticals PHAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-500
| Closed | -$5K | – | 960 |
|
|
2023
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 1157 |
|
|
2023
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q2 | $7K | Buy |
500
+100
| +25% | +$1.4K | ﹤0.01% | 1127 |
|
|
2023
Q1 | $3K | Hold |
400
| – | – | ﹤0.01% | 1263 |
|
|
2022
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 1092 |
|
|
2022
Q3 | $4K | Hold |
400
| – | – | ﹤0.01% | 1115 |
|
|
2022
Q2 | $3K | Hold |
400
| – | – | ﹤0.01% | 1050 |
|
|
2022
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 1040 |
|
|
2021
Q4 | $8K | Buy |
400
+60
| +18% | +$1.2K | ﹤0.01% | 966 |
|
|
2021
Q3 | $11K | Hold |
340
| – | – | ﹤0.01% | 890 |
|
|
2021
Q2 | $12K | Buy |
340
+15
| +5% | +$529 | ﹤0.01% | 901 |
|
|
2021
Q1 | $12K | Hold |
325
| – | – | ﹤0.01% | 740 |
|
|
2020
Q4 | $11K | Buy |
+325
| New | +$11K | ﹤0.01% | 712 |
|