Boenning & Scattergood’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$836K Buy
2022
Q3
$569K Sell
2022
Q2
$793K Buy
2022
Q1
$836K Buy
2021
Q4
$559K Sell
2021
Q3
$544K Sell
2021
Q2
$696K Sell
2021
Q1
$719K Buy
2020
Q4
$567K Buy
2020
Q3
$413K Sell
2020
Q2
$628K Buy
2020
Q1
$375K Sell
2019
Q4
$888K Sell
2019
Q3
$834K Buy
2019
Q2
$729K Buy
2019
Q1
$734K Buy
2018
Q4
$623K Sell
2018
Q3
$956K Sell
2018
Q2
$1.81M Buy