Baltimore-Washington Financial Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $451K | Sell |
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|
2016
Q3 | $4.21M | Sell |
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|
2016
Q2 | $4.31M | Sell |
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|
2016
Q1 | $4.72M | Buy |
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|
2015
Q4 | $4.29M | Sell |
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|
2015
Q3 | $4.07M | Buy |
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|
2015
Q2 | $4.11M | Buy |
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|
2015
Q1 | $3.95M | Buy |
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|
2014
Q4 | $3.25M | Buy |
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|
2014
Q3 | $3.32M | Buy |
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|
2014
Q2 | $2.75M | Buy |
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|
2014
Q1 | $2.11M | Buy |
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|
2013
Q4 | $334K | Buy |
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