Ameritas Investment Company’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,538
| Closed | -$227K | – | 758 |
|
|
2021
Q2 | $227K | Sell |
2,538
-640
| -20% | -$57.2K | 0.01% | 655 |
|
|
2021
Q1 | $259K | Buy |
+3,178
| New | +$259K | 0.02% | 498 |
|
|
2020
Q2 | – | Sell |
-2,540
| Closed | -$136K | – | 1283 |
|
|
2020
Q1 | $136K | Buy |
2,540
+13
| +0.5% | +$696 | 0.02% | 425 |
|
|
2019
Q4 | $282K | Buy |
2,527
+165
| +7% | +$18.4K | 0.06% | 275 |
|
|
2019
Q3 | $244K | Buy |
+2,362
| New | +$244K | 0.05% | 289 |
|
|
2019
Q2 | – | Sell |
-3,016
| Closed | -$287K | – | 701 |
|
|
2019
Q1 | $287K | Buy |
+3,016
| New | +$287K | 0.05% | 254 |
|