AIM
Advantage Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $74K | Buy |
723
+236
| +48% | +$24.2K | 0.06% | 274 |
|
|
2019
Q2 | $46K | Buy |
487
+42
| +9% | +$3.97K | 0.04% | 363 |
|
|
2019
Q1 | $42K | Buy |
+445
| New | +$42K | 0.03% | 379 |
|
|
2018
Q2 | – | Sell |
-22
| Closed | -$2K | – | 1020 |
|
|
2018
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 918 |
|
|
2017
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 928 |
|
|
2017
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 950 |
|
|
2017
Q2 | $2K | Sell |
22
-177
| -89% | -$16.1K | ﹤0.01% | 975 |
|
|
2017
Q1 | $16K | Buy |
199
+128
| +180% | +$10.3K | 0.01% | 595 |
|
|
2016
Q4 | $6K | Buy |
71
+50
| +238% | +$4.23K | ﹤0.01% | 725 |
|
|
2016
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 837 |
|
|
2016
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 795 |
|
|
2016
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 783 |
|
|
2015
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 780 |
|
|
2015
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 757 |
|
|
2015
Q2 | $2K | Sell |
21
-3
| -13% | -$286 | ﹤0.01% | 792 |
|
|
2015
Q1 | $2K | Sell |
24
-400
| -94% | -$33.3K | ﹤0.01% | 791 |
|
|
2014
Q4 | $30K | Buy |
+424
| New | +$30K | 0.02% | 366 |
|