AIM
Acuity Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,700
| Closed | -$193K | – | 158 |
|
|
2014
Q4 | $193K | Sell |
2,700
-100
| -4% | -$7.15K | 0.16% | 108 |
|
|
2014
Q3 | $228K | Sell |
2,800
-900
| -24% | -$73.3K | 0.18% | 102 |
|
|
2014
Q2 | $298K | Sell |
3,700
-200
| -5% | -$16.1K | 0.2% | 89 |
|
|
2014
Q1 | $301K | Sell |
3,900
-26,600
| -87% | -$2.05M | 0.16% | 103 |
|
|
2013
Q4 | $2.36M | Buy |
+30,500
| New | +$2.36M | 0.93% | 28 |
|