Ativo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,563
| Closed | -$1.73M | – | 114 |
|
|
2019
Q4 | $1.73M | Sell |
15,563
-60
| -0.4% | -$6.69K | 0.8% | 34 |
|
|
2019
Q3 | $1.6M | Sell |
15,623
-2,900
| -16% | -$297K | 0.78% | 38 |
|
|
2019
Q2 | $1.73M | Sell |
18,523
-3,433
| -16% | -$321K | 0.78% | 41 |
|
|
2019
Q1 | $2.09M | Buy |
+21,956
| New | +$2.09M | 0.88% | 34 |
|