CKW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-631
| Closed | -$51K | – | 264 |
|
|
2015
Q2 | $51K | Hold |
631
| – | – | 0.02% | 108 |
|
|
2015
Q1 | $50K | Hold |
631
| – | – | 0.02% | 113 |
|
|
2014
Q4 | $45K | Sell |
631
-68
| -10% | -$4.85K | 0.02% | 114 |
|
|
2014
Q3 | $57K | Hold |
699
| – | – | 0.03% | 95 |
|
|
2014
Q2 | $56K | Buy |
699
+111
| +19% | +$8.89K | 0.03% | 95 |
|
|
2014
Q1 | $48K | Hold |
588
| – | – | 0.02% | 105 |
|
|
2013
Q4 | $45K | Buy |
+588
| New | +$45K | 0.02% | 110 |
|