Wealthspire Advisors (New York)’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,295
| Closed | -$254K | – | 584 |
|
|
2021
Q1 | $254K | Buy |
+5,295
| New | +$254K | 0.01% | 608 |
|
|
2020
Q2 | – | Sell |
-12,872
| Closed | -$426K | – | 460 |
|
|
2020
Q1 | $426K | Buy |
+12,872
| New | +$426K | 0.02% | 322 |
|
|
2019
Q1 | – | Sell |
-518
| Closed | -$15K | – | 597 |
|
|
2018
Q4 | $15K | Buy |
+518
| New | +$15K | ﹤0.01% | 406 |
|