Wealthspire Advisors (Maryland)’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,127
| Closed | -$478K | – | 531 |
|
|
2020
Q2 | $478K | Buy |
12,127
+301
| +3% | +$11.9K | 0.03% | 266 |
|
|
2020
Q1 | $392K | Sell |
11,826
-1,571
| -12% | -$52.1K | 0.03% | 264 |
|
|
2019
Q4 | $539K | Sell |
13,397
-331
| -2% | -$13.3K | 0.04% | 269 |
|
|
2019
Q3 | $522K | Sell |
13,728
-12
| -0.1% | -$456 | 0.04% | 254 |
|
|
2019
Q2 | $494K | Sell |
13,740
-298
| -2% | -$10.7K | 0.04% | 257 |
|
|
2019
Q1 | $462K | Sell |
14,038
-1,591
| -10% | -$52.4K | 0.03% | 265 |
|
|
2018
Q4 | $442K | Sell |
15,629
-305
| -2% | -$8.63K | 0.04% | 241 |
|
|
2018
Q3 | $584K | Sell |
15,934
-441
| -3% | -$16.2K | 0.05% | 214 |
|
|
2018
Q2 | $557K | Sell |
16,375
-516
| -3% | -$17.6K | 0.05% | 216 |
|
|
2018
Q1 | $509K | Sell |
16,891
-190
| -1% | -$5.73K | 0.05% | 242 |
|
|
2017
Q4 | $508K | Buy |
17,081
+5,255
| +44% | +$156K | 0.05% | 250 |
|
|
2017
Q3 | $384K | Buy |
11,826
+278
| +2% | +$9.03K | 0.04% | 301 |
|
|
2017
Q2 | $326K | Buy |
11,548
+4,696
| +69% | +$133K | 0.04% | 328 |
|
|
2017
Q1 | $169K | Sell |
6,852
-13
| -0.2% | -$321 | 0.02% | 444 |
|
|
2016
Q4 | $161K | Sell |
6,865
-365
| -5% | -$8.56K | 0.02% | 425 |
|
|
2016
Q3 | $164K | Sell |
7,230
-487
| -6% | -$11K | 0.03% | 439 |
|
|
2016
Q2 | $148K | Buy |
7,717
+6,960
| +919% | +$133K | 0.02% | 446 |
|
|
2016
Q1 | $16K | Buy |
757
+601
| +385% | +$12.7K | ﹤0.01% | 1045 |
|
|
2015
Q4 | $3K | Buy |
+156
| New | +$3K | ﹤0.01% | 1473 |
|