CFS
Community Financial System’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $554K | Hold |
6,819
| – | – | 0.12% | 111 |
|
|
2014
Q2 | $548K | Hold |
6,819
| – | – | 0.12% | 108 |
|
|
2014
Q1 | $525K | Sell |
6,819
-7,059
| -51% | -$543K | 0.12% | 106 |
|
|
2013
Q4 | $1.07M | Sell |
13,878
-661
| -5% | -$51K | 0.24% | 79 |
|
|
2013
Q3 | $840K | Sell |
14,539
-147
| -1% | -$8.49K | 0.2% | 87 |
|
|
2013
Q2 | $865K | Buy |
+14,686
| New | +$865K | 0.24% | 81 |
|