Braun-Bostich & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-387
| Closed | -$20K | – | 171 |
|
|
2020
Q3 | $20K | Hold |
387
| – | – | 0.02% | 212 |
|
|
2020
Q2 | $28K | Hold |
387
| – | – | 0.03% | 148 |
|
|
2020
Q1 | $19K | Hold |
387
| – | – | 0.02% | 168 |
|
|
2019
Q4 | $43K | Buy |
+387
| New | +$43K | 0.04% | 148 |
|
|
2019
Q3 | – | Sell |
-387
| Closed | -$36K | – | 247 |
|
|
2019
Q2 | $36K | Hold |
387
| – | – | 0.04% | 202 |
|
|
2019
Q1 | $37K | Sell |
387
-155
| -29% | -$14.8K | 0.04% | 212 |
|
|
2018
Q4 | $47K | Buy |
542
+83
| +18% | +$7.2K | 0.05% | 178 |
|
|
2018
Q3 | $52K | Buy |
459
+155
| +51% | +$17.6K | 0.05% | 176 |
|
|
2018
Q2 | $34K | Hold |
304
| – | – | 0.03% | 186 |
|
|
2018
Q1 | $29K | Hold |
304
| – | – | 0.03% | 199 |
|
|
2017
Q4 | $31K | Buy |
+304
| New | +$31K | 0.03% | 205 |
|