Boston Private Bank & Trust’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 | $1.45M | Buy |
18,409
+661
| +4% | +$52K | 0.07% | 208 |
|
|
2014
Q4 | $1.27M | Sell |
17,748
-2,534
| -12% | -$182K | 0.06% | 220 |
|
|
2014
Q3 | $1.65M | Buy |
20,282
+345
| +2% | +$28.1K | 0.08% | 196 |
|
|
2014
Q2 | $1.6M | Sell |
19,937
-230
| -1% | -$18.5K | 0.08% | 202 |
|
|
2014
Q1 | $1.55M | Buy |
20,167
+7,669
| +61% | +$591K | 0.08% | 196 |
|
|
2013
Q4 | $964K | Buy |
12,498
+679
| +6% | +$52.4K | 0.05% | 236 |
|
|
2013
Q3 | $683K | Hold |
11,819
| – | – | 0.04% | 254 |
|
|
2013
Q2 | $696K | Buy |
+11,819
| New | +$696K | 0.04% | 253 |
|