Armbruster Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-200
| Closed | -$19K | – | 167 |
|
|
2018
Q1 | $19K | Hold |
200
| – | – | 0.01% | 167 |
|
|
2017
Q4 | $20K | Hold |
200
| – | – | 0.01% | 174 |
|
|
2017
Q3 | $18K | Sell |
200
-221
| -52% | -$19.9K | 0.01% | 169 |
|
|
2017
Q2 | $35K | Buy |
421
+221
| +111% | +$18.4K | 0.02% | 145 |
|
|
2017
Q1 | $16K | Hold |
200
| – | – | 0.01% | 191 |
|
|
2016
Q4 | $17K | Hold |
200
| – | – | 0.01% | 186 |
|
|
2016
Q3 | $16K | Hold |
200
| – | – | 0.01% | 191 |
|
|
2016
Q2 | $16K | Hold |
200
| – | – | 0.01% | 199 |
|
|
2016
Q1 | $17K | Hold |
200
| – | – | 0.01% | 204 |
|
|
2015
Q4 | $16K | Buy |
+200
| New | +$16K | 0.01% | 211 |
|