Claraphi Advisory Network’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,340
| Closed | -$72K | – | 975 |
|
|
2020
Q1 | $72K | Buy |
+1,340
| New | +$72K | 0.03% | 410 |
|
|
2018
Q4 | – | Sell |
-3,032
| Closed | -$342K | – | 259 |
|
|
2018
Q3 | $342K | Buy |
3,032
+821
| +37% | +$92.6K | 0.19% | 139 |
|
|
2018
Q2 | $248K | Buy |
+2,211
| New | +$248K | 0.16% | 194 |
|