PHILLIPS FINANCIAL MANAGEMENT, LLC – Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$603,000
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-4.74%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.52% | -1.08K shares | -74K | $38.82 | 15.53K |
| Q2 2022 | share | Increase | +28.95% | 3.73K shares | 45K | $40.75 | 16.61K |
| Q1 2022 | share | Increase | 0.00% | 12.88K shares | 632K | $49.02 | 12.88K |