PHILLIPS FINANCIAL MANAGEMENT, LLC – Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
2.01M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-1.02%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +16.45% | 11.28K shares | 267K | 79.91K | |
| Q2 2022 | share | 0.00% | 0 shares | 2K | 68.62K | ||
| Q1 2022 | share | 0.00% | 0 shares | -31K | 68.62K | ||
| Q4 2021 | share | Increase | +70.39% | 28.35K shares | 732K | 68.62K | |
| Q3 2021 | share | 0.00% | 0 shares | -5K | 40.27K | ||
| Q2 2021 | share | Increase | +9.58% | 3.52K shares | 90K | 40.27K | |
| Q1 2021 | share | Increase | +13.26% | 4.30K shares | 112K | 36.75K | |
| Q4 2020 | share | 0.00% | 0 shares | -3K | 32.45K | ||
| Q3 2020 | share | Increase | +54.93% | 11.50K shares | 303K | 32.45K | |
| Q2 2020 | share | 0.00% | 0 shares | 17K | 20.94K | ||
| Q1 2020 | share | Increase | +7.90% | 1.53K shares | 32K | 20.94K | |
| Q4 2019 | share | 0.00% | 0 shares | 1K | 19.41K | ||
| Q3 2019 | share | Increase | 0.00% | 19.41K shares | 500K | 19.41K |