Valeo Financial Advisors’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,338
| Closed | -$228K | – | 639 |
|
|
2023
Q2 | $228K | Sell |
11,338
-1,045
| -8% | -$21K | 0.01% | 501 |
|
|
2023
Q1 | $202K | Buy |
+12,383
| New | +$202K | 0.01% | 550 |
|
|
2021
Q2 | – | Sell |
-1,232
| Closed | -$59K | – | 1352 |
|
|
2021
Q1 | $59K | Sell |
1,232
-303
| -20% | -$14.5K | ﹤0.01% | 769 |
|
|
2020
Q4 | $70K | Buy |
1,535
+143
| +10% | +$6.52K | ﹤0.01% | 657 |
|
|
2020
Q3 | $55K | Sell |
1,392
-1,419
| -50% | -$56.1K | ﹤0.01% | 613 |
|
|
2020
Q2 | $111K | Buy |
2,811
+1,443
| +105% | +$57K | 0.01% | 465 |
|
|
2020
Q1 | $46K | Buy |
1,368
+258
| +23% | +$8.68K | ﹤0.01% | 615 |
|
|
2019
Q4 | $45K | Hold |
1,110
| – | – | ﹤0.01% | 685 |
|
|
2019
Q3 | $42K | Sell |
1,110
-56
| -5% | -$2.12K | ﹤0.01% | 651 |
|
|
2019
Q2 | $42K | Buy |
1,166
+29
| +3% | +$1.05K | ﹤0.01% | 653 |
|
|
2019
Q1 | $37K | Hold |
1,137
| – | – | ﹤0.01% | 626 |
|
|
2018
Q4 | $32K | Sell |
1,137
-242
| -18% | -$6.81K | ﹤0.01% | 591 |
|
|
2018
Q3 | $41K | Buy |
1,379
+242
| +21% | +$7.2K | 0.01% | 583 |
|
|
2018
Q2 | $39K | Sell |
1,137
-624
| -35% | -$21.4K | 0.01% | 595 |
|
|
2018
Q1 | $53K | Buy |
1,761
+1,236
| +235% | +$37.2K | 0.01% | 476 |
|
|
2017
Q4 | $16K | Sell |
525
-1,313
| -71% | -$40K | ﹤0.01% | 722 |
|
|
2017
Q3 | $60K | Buy |
+1,838
| New | +$60K | 0.01% | 377 |
|