BAMG
Brand Asset Management Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-192
| Closed | -$10K | – | 256 |
|
|
2020
Q3 | $10K | Hold |
192
| – | – | 0.01% | 202 |
|
|
2020
Q2 | $14K | Hold |
192
| – | – | 0.01% | 190 |
|
|
2020
Q1 | $10K | Sell |
192
-305
| -61% | -$15.9K | 0.01% | 199 |
|
|
2019
Q4 | $55K | Hold |
497
| – | – | 0.04% | 132 |
|
|
2019
Q3 | $51K | Hold |
497
| – | – | 0.03% | 134 |
|
|
2019
Q2 | $46K | Hold |
497
| – | – | 0.03% | 144 |
|
|
2019
Q1 | $47K | Buy |
497
+205
| +70% | +$19.4K | 0.03% | 129 |
|
|
2018
Q4 | $25K | Hold |
292
| – | – | 0.02% | 148 |
|
|
2018
Q3 | $33K | Hold |
292
| – | – | 0.02% | 150 |
|
|
2018
Q2 | $33K | Buy |
+292
| New | +$33K | 0.03% | 152 |
|