AB
Atlas Brown’s Phillips 66 PSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-5,072
| Closed | -$572K | – | 147 |
|
2018
Q3 | $572K | Hold |
5,072
| – | – | 0.35% | 85 |
|
2018
Q2 | $574K | Hold |
5,072
| – | – | 0.13% | 83 |
|
2018
Q1 | $487K | Buy |
5,072
+192
| +4% | +$18.4K | 0.09% | 88 |
|
2017
Q4 | $511K | Hold |
4,880
| – | – | 0.09% | 88 |
|
2017
Q3 | $447K | Buy |
4,880
+380
| +8% | +$34.8K | 0.09% | 87 |
|
2017
Q2 | $372K | Hold |
4,500
| – | – | 0.33% | 90 |
|
2017
Q1 | $356K | Hold |
4,500
| – | – | 0.28% | 91 |
|
2016
Q4 | $362K | Hold |
4,500
| – | – | 0.15% | 87 |
|
2016
Q3 | $362K | Hold |
4,500
| – | – | 0.15% | 87 |
|
2016
Q2 | $357K | Sell |
4,500
-110
| -2% | -$8.73K | 0.14% | 84 |
|
2016
Q1 | $399K | Hold |
4,610
| – | – | 0.17% | 80 |
|
2015
Q4 | $358K | Hold |
4,610
| – | – | 0.23% | 77 |
|
2015
Q3 | $354K | Hold |
4,610
| – | – | 0.15% | 73 |
|
2015
Q2 | $380K | Hold |
4,610
| – | – | 0.15% | 75 |
|
2015
Q1 | $362K | Hold |
4,610
| – | – | 0.1% | 81 |
|
2014
Q4 | $331K | Sell |
4,610
-50
| -1% | -$3.59K | 0.09% | 80 |
|
2014
Q3 | $379K | Hold |
4,660
| – | – | 0.14% | 75 |
|
2014
Q2 | $375K | Buy |
4,660
+110
| +2% | +$8.85K | 0.19% | 68 |
|
2014
Q1 | $351K | Hold |
4,550
| – | – | 0.19% | 61 |
|
2013
Q4 | $351K | Hold |
4,550
| – | – | 0.25% | 50 |
|
2013
Q3 | $263K | Sell |
4,550
-800
| -15% | -$46.2K | 0.2% | 60 |
|
2013
Q2 | $315K | Buy |
+5,350
| New | +$315K | 0.07% | 103 |
|