PHILLIPS FINANCIAL MANAGEMENT, LLC – Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
595,000
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.94% | -775 shares | -79K | 18.87K | |
| Q2 2022 | share | 0.00% | 0 shares | -50K | 19.65K | ||
| Q1 2022 | share | 0.00% | 0 shares | 40K | 19.65K | ||
| Q4 2021 | share | Increase | 0.00% | 19.65K shares | 684K | 19.65K |