WWM
Willingdon Wealth Management’s Philips PHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-23
| Closed | -$1K | – | 359 |
|
|
2019
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 361 |
|
|
2019
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 457 |
|
|
2018
Q4 | – | Sell |
-1,019
| Closed | -$46K | – | 391 |
|
|
2018
Q3 | $46K | Buy |
1,019
+249
| +32% | +$11.2K | 0.01% | 212 |
|
|
2018
Q2 | $33K | Buy |
770
+623
| +424% | +$26.7K | 0.01% | 209 |
|
|
2018
Q1 | $6K | Buy |
+147
| New | +$6K | ﹤0.01% | 301 |
|