Beck 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
Q3 | – | Sell |
-23,026
| Closed | -$1.66M | – | 83 |
|
|
2020
Q2 | $1.66M | Buy |
+23,026
| New | +$1.66M | 0.84% | 49 |
|
|
2016
Q1 | – | Sell |
-2,180
| Closed | -$178K | – | 139 |
|
|
2015
Q4 | $178K | Buy |
+2,180
| New | +$178K | 0.1% | 116 |
|
|
2015
Q3 | – | Sell |
-9,403
| Closed | -$758K | – | 137 |
|
|
2015
Q2 | $758K | Buy |
9,403
+533
| +6% | +$43K | 0.41% | 63 |
|
|
2015
Q1 | $697K | Buy |
+8,870
| New | +$697K | 0.4% | 64 |
|