ArchPoint Investors’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 |
-5,765
| Closed | -$642K | – | 148 |
|
|
2019
Q4 | $642K | Hold |
5,765
| – | – | 0.2% | 59 |
|
|
2019
Q3 | $590K | Hold |
5,765
| – | – | 0.2% | 49 |
|
|
2019
Q2 | $539K | Buy |
5,765
+1,455
| +34% | +$136K | 0.17% | 55 |
|
|
2019
Q1 | $410K | Buy |
4,310
+845
| +24% | +$80.4K | 0.12% | 62 |
|
|
2018
Q4 | $299K | Buy |
+3,465
| New | +$299K | 0.1% | 65 |
|