YorkBridge Wealth Partners’s PLDT PHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-232
| Closed | -$6K | – | 519 |
|
|
2019
Q2 | $6K | Buy |
232
+29
| +14% | +$750 | ﹤0.01% | 645 |
|
|
2019
Q1 | $4K | Buy |
+203
| New | +$4K | ﹤0.01% | 672 |
|
|
2018
Q4 | – | Sell |
-133
| Closed | -$3K | – | 761 |
|
|
2018
Q3 | $3K | Hold |
133
| – | – | ﹤0.01% | 692 |
|
|
2018
Q2 | $3K | Hold |
133
| – | – | ﹤0.01% | 747 |
|
|
2018
Q1 | $4K | Hold |
133
| – | – | ﹤0.01% | 700 |
|
|
2017
Q4 | $4K | Buy |
133
+25
| +23% | +$752 | ﹤0.01% | 731 |
|
|
2017
Q3 | $3K | Hold |
108
| – | – | ﹤0.01% | 749 |
|
|
2017
Q2 | $4K | Buy |
108
+15
| +16% | +$556 | ﹤0.01% | 728 |
|
|
2017
Q1 | $3K | Hold |
93
| – | – | ﹤0.01% | 735 |
|
|
2016
Q4 | $2K | Buy |
+93
| New | +$2K | ﹤0.01% | 770 |
|