Catamount Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $37K | Hold |
393
| – | – | 0.02% | 96 |
|
|
2018
Q4 | $37K | Sell |
393
-27
| -6% | -$2.54K | 0.03% | 79 |
|
|
2018
Q3 | $47K | Hold |
420
| – | – | 0.02% | 84 |
|
|
2018
Q2 | $51K | Hold |
420
| – | – | 0.02% | 79 |
|
|
2018
Q1 | $40K | Hold |
420
| – | – | 0.02% | 83 |
|
|
2017
Q4 | $42K | Hold |
420
| – | – | 0.02% | 85 |
|
|
2017
Q3 | $38K | Sell |
420
-1,000
| -70% | -$90.5K | 0.02% | 89 |
|
|
2017
Q2 | $117K | Hold |
1,420
| – | – | 0.07% | 52 |
|
|
2017
Q1 | $112K | Hold |
1,420
| – | – | 0.08% | 52 |
|
|
2016
Q4 | $123K | Buy |
1,420
+500
| +54% | +$43.3K | 0.1% | 46 |
|
|
2016
Q3 | $74K | Hold |
920
| – | – | 0.06% | 54 |
|
|
2016
Q2 | $73K | Buy |
920
+500
| +119% | +$39.7K | 0.08% | 39 |
|
|
2016
Q1 | $36K | Hold |
420
| – | – | 0.04% | 57 |
|
|
2015
Q4 | $34K | Sell |
420
-34
| -7% | -$2.75K | 0.03% | 59 |
|
|
2015
Q3 | $35K | Hold |
454
| – | – | 0.04% | 56 |
|
|
2015
Q2 | $37K | Hold |
454
| – | – | 0.03% | 75 |
|
|
2015
Q1 | $36K | Hold |
454
| – | – | 0.03% | 66 |
|
|
2014
Q4 | $33K | Buy |
+454
| New | +$33K | 0.03% | 56 |
|