Anchor Capital Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,538
| Closed | -$283K | – | 261 |
|
|
2019
Q4 | $283K | Hold |
2,538
| – | – | 0.01% | 239 |
|
|
2019
Q3 | $260K | Hold |
2,538
| – | – | 0.01% | 244 |
|
|
2019
Q2 | $237K | Hold |
2,538
| – | – | 0.01% | 239 |
|
|
2019
Q1 | $242 | Hold |
2,538
| – | – | 0.01% | 236 |
|
|
2018
Q4 | $219K | Hold |
2,538
| – | – | 0.01% | 254 |
|
|
2018
Q3 | $286K | Hold |
2,538
| – | – | 0.01% | 246 |
|
|
2018
Q2 | $285K | Buy |
+2,538
| New | +$285K | 0.01% | 253 |
|