CPA
Clear Perspective Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-267
| Closed | -$30K | – | 371 |
|
|
2018
Q2 | $30K | Buy |
267
+240
| +889% | +$27K | 0.02% | 285 |
|
|
2018
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 440 |
|
|
2017
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 418 |
|
|
2017
Q3 | $2K | Sell |
27
-50
| -65% | -$3.7K | ﹤0.01% | 438 |
|
|
2017
Q2 | $6K | Hold |
77
| – | – | 0.01% | 385 |
|
|
2017
Q1 | $6K | Hold |
77
| – | – | ﹤0.01% | 345 |
|
|
2016
Q4 | $7K | Buy |
+77
| New | +$7K | ﹤0.01% | 334 |
|