AdvisorShares Investments’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,100
| Closed | -$506K | – | 316 |
|
|
2024
Q1 | $506K | Buy |
+3,100
| New | +$506K | 0.09% | 131 |
|
|
2023
Q4 | – | Sell |
-3,559
| Closed | -$428K | – | 308 |
|
|
2023
Q3 | $428K | Buy |
+3,559
| New | +$428K | 0.11% | 79 |
|
|
2023
Q2 | – | Sell |
-3,818
| Closed | -$387K | – | 315 |
|
|
2023
Q1 | $387K | Sell |
3,818
-42
| -1% | -$4.26K | 0.12% | 137 |
|
|
2022
Q4 | $402K | Buy |
+3,860
| New | +$402K | 0.11% | 138 |
|