Altshuler Shaham’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-225
| Closed | -$36.8K | – | 331 |
|
|
2024
Q1 | $36.8K | Buy |
+225
| New | +$36.8K | ﹤0.01% | 107 |
|
|
2020
Q2 | – | Sell |
-703
| Closed | -$38K | – | 520 |
|
|
2020
Q1 | $38K | Buy |
703
+627
| +825% | +$33.9K | ﹤0.01% | 196 |
|
|
2019
Q4 | $8K | Buy |
76
+73
| +2,433% | +$7.68K | ﹤0.01% | 355 |
|
|
2019
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 534 |
|