Berman Capital Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $129K | Buy |
1,855
+549
| +42% | +$38.2K | 0.02% | 369 |
|
|
2021
Q2 | $111K | Buy |
1,306
+50
| +4% | +$4.25K | 0.02% | 356 |
|
|
2021
Q1 | $101K | Buy |
1,256
+397
| +46% | +$31.9K | 0.02% | 309 |
|
|
2020
Q4 | $59K | Sell |
859
-99
| -10% | -$6.8K | 0.01% | 362 |
|
|
2020
Q3 | $49K | Buy |
958
+401
| +72% | +$20.5K | 0.01% | 349 |
|
|
2020
Q2 | $39K | Buy |
557
+208
| +60% | +$14.6K | 0.01% | 384 |
|
|
2020
Q1 | $18K | Sell |
349
-261
| -43% | -$13.5K | 0.01% | 525 |
|
|
2019
Q4 | $67K | Sell |
610
-149
| -20% | -$16.4K | 0.02% | 273 |
|
|
2019
Q3 | $77K | Buy |
759
+45
| +6% | +$4.57K | 0.02% | 252 |
|
|
2019
Q2 | $66K | Buy |
714
+279
| +64% | +$25.8K | 0.02% | 262 |
|
|
2019
Q1 | $41K | Sell |
435
-511
| -54% | -$48.2K | 0.01% | 308 |
|
|
2018
Q4 | $81K | Buy |
+946
| New | +$81K | 0.03% | 201 |
|