Arthur Zaske & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $474K | Sell |
4,690
-400
| -8% | -$40.4K | 0.52% | 25 |
|
|
2017
Q3 | $466K | Hold |
5,090
| – | – | 0.49% | 29 |
|
|
2017
Q2 | $421K | Buy |
5,090
+200
| +4% | +$16.5K | 0.37% | 30 |
|
|
2017
Q1 | $387K | Sell |
4,890
-2,200
| -31% | -$174K | 0.28% | 30 |
|
|
2016
Q4 | $613K | Buy |
7,090
+1,000
| +16% | +$86.5K | 0.44% | 26 |
|
|
2016
Q3 | $491K | Buy |
+6,090
| New | +$491K | 0.73% | 32 |
|