Ackerman Capital Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$446K | – | 170 |
|
|
2019
Q4 | $446K | Sell |
4,000
-1,000
| -20% | -$112K | 0.13% | 100 |
|
|
2019
Q3 | $512K | Sell |
5,000
-1,000
| -17% | -$102K | 0.18% | 67 |
|
|
2019
Q2 | $561K | Buy |
6,000
+1,000
| +20% | +$93.5K | 2.74% | 4 |
|
|
2019
Q1 | $476K | Sell |
5,000
-425,750
| -99% | -$40.5M | 2.54% | 7 |
|
|
2018
Q4 | $5K | Buy |
430,750
+423,750
| +6,054% | +$4.92K | 0.39% | 44 |
|
|
2018
Q3 | $789K | Buy |
+7,000
| New | +$789K | 2.73% | 5 |
|