Carroll Financial Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $435K | Sell |
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|
2021
Q2 | $554K | Sell |
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|
2021
Q1 | $609K | Buy |
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|
2020
Q4 | $446K | Buy |
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|
2020
Q3 | $330K | Sell |
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|
2020
Q2 | $462K | Sell |
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|
2020
Q1 | $372K | Sell |
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|
2019
Q4 | $815K | Sell |
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|
2019
Q3 | $1.3M | Sell |
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|
2019
Q2 | $1.5M | Sell |
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|
2019
Q1 | $1.54M | Buy |
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|
2018
Q4 | $1.47M | Sell |
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|
2018
Q3 | $1.81M | Buy |
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|
2018
Q2 | $1.8M | Sell |
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|
2018
Q1 | $1.55M | Buy |
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|
2017
Q4 | $1.63M | Buy |
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|
2017
Q3 | $1.5M | Buy |
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|
2017
Q2 | $1.32M | Buy |
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|
2017
Q1 | $1.25M | Buy |
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|
2016
Q4 | $1.31M | Buy |
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|
2016
Q3 | $1.22M | Buy |
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|
2016
Q2 | $1.18M | Buy |
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|
2016
Q1 | $591K | Buy |
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|
2015
Q4 | $554K | Sell |
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|
2015
Q3 | $547K | Buy |
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|
2015
Q2 | $520K | Buy |
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|
2015
Q1 | $278K | Buy |
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|
2014
Q4 | $115K | Sell |
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|
2014
Q3 | $305K | Sell |
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|
2014
Q2 | $495K | Buy |
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|
2014
Q1 | $468K | Sell |
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|
2013
Q4 | $496K | Sell |
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|
2013
Q3 | $411K | Sell |
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|
2013
Q2 | $422K | Buy |
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