YorkBridge Wealth Partners’s Philips PHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,713
| Closed | -$169K | – | 518 |
|
|
2019
Q2 | $169K | Sell |
4,713
-48
| -1% | -$1.72K | 0.08% | 196 |
|
|
2019
Q1 | $157K | Hold |
4,761
| – | – | 0.07% | 198 |
|
|
2018
Q4 | $135K | Buy |
4,761
+195
| +4% | +$5.53K | 0.07% | 202 |
|
|
2018
Q3 | $168K | Hold |
4,566
| – | – | 0.08% | 192 |
|
|
2018
Q2 | $155K | Sell |
4,566
-103
| -2% | -$3.5K | 0.07% | 206 |
|
|
2018
Q1 | $145K | Hold |
4,669
| – | – | 0.07% | 215 |
|
|
2017
Q4 | $138K | Sell |
4,669
-136
| -3% | -$4.02K | 0.07% | 227 |
|
|
2017
Q3 | $156K | Hold |
4,805
| – | – | 0.08% | 206 |
|
|
2017
Q2 | $135K | Buy |
4,805
+281
| +6% | +$7.9K | 0.07% | 211 |
|
|
2017
Q1 | $122K | Buy |
+4,524
| New | +$122K | 0.06% | 228 |
|