WR Wealth Planners’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.44K | Sell |
224
-54
| -19% | -$1.31K | ﹤0.01% | 683 |
|
|
2024
Q3 | $8.74K | Sell |
278
-123
| -31% | -$3.87K | ﹤0.01% | 654 |
|
|
2024
Q2 | $9.7K | Sell |
401
-38
| -9% | -$919 | ﹤0.01% | 597 |
|
|
2024
Q1 | $8.14K | Buy |
+439
| New | +$8.14K | ﹤0.01% | 635 |
|
|
2023
Q4 | – | Sell |
-1,230
| Closed | -$22.8K | – | 664 |
|
|
2023
Q3 | $22.8K | Hold |
1,230
| – | – | 0.01% | 411 |
|
|
2023
Q2 | $24.7K | Sell |
1,230
-2
| -0.2% | -$40 | 0.01% | 401 |
|
|
2023
Q1 | $20.1K | Buy |
1,232
+546
| +80% | +$8.9K | 0.01% | 430 |
|
|
2022
Q4 | $9.13K | Sell |
686
-7,995
| -92% | -$106K | 0.01% | 276 |
|
|
2022
Q3 | $119K | Buy |
8,681
+620
| +8% | +$8.47K | 0.08% | 118 |
|
|
2022
Q2 | $154K | Sell |
8,061
-88
| -1% | -$1.68K | 0.1% | 108 |
|
|
2022
Q1 | $213K | Buy |
+8,149
| New | +$213K | 0.13% | 104 |
|