Capstone Triton Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,171
| Closed | -$375K | – | 114 |
|
|
2021
Q4 | $375K | Buy |
5,171
+150
| +3% | +$10.9K | 0.76% | 52 |
|
|
2021
Q3 | $420K | Hold |
5,021
| – | – | 0.25% | 86 |
|
|
2021
Q2 | $431K | Hold |
5,021
| – | – | 0.27% | 81 |
|
|
2021
Q1 | $409K | Hold |
5,021
| – | – | 0.27% | 75 |
|
|
2020
Q4 | $351K | Buy |
+5,021
| New | +$351K | 0.21% | 79 |
|