Baird’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $2.83M | Buy |
35,972
+1,211
| +3% | +$95.2K | 0.03% | 470 |
|
|
2014
Q4 | $2.49M | Buy |
34,761
+6,194
| +22% | +$444K | 0.03% | 495 |
|
|
2014
Q3 | $2.32M | Sell |
28,567
-663
| -2% | -$53.9K | 0.03% | 433 |
|
|
2014
Q2 | $2.35M | Buy |
29,230
+881
| +3% | +$70.9K | 0.03% | 442 |
|
|
2014
Q1 | $2.19M | Sell |
28,349
-25,638
| -47% | -$1.98M | 0.03% | 447 |
|
|
2013
Q4 | $4.16M | Sell |
53,987
-9,172
| -15% | -$707K | 0.07% | 295 |
|
|
2013
Q3 | $3.65M | Buy |
63,159
+6,570
| +12% | +$380K | 0.07% | 318 |
|
|
2013
Q2 | $3.33M | Buy |
+56,589
| New | +$3.33M | 0.07% | 310 |
|