Concert Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $771K | Sell |
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|
2016
Q4 | $794K | Sell |
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|
2016
Q3 | $1.19M | Buy |
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|
2016
Q2 | $1.08M | Buy |
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|
2016
Q1 | $1.12M | Buy |
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|
2015
Q4 | $1.04M | Buy |
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|
2015
Q3 | $569K | Buy |
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|
2015
Q2 | $540K | Sell |
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|
2015
Q1 | $506K | Buy |
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|
2014
Q4 | $473K | Buy |
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|
2014
Q3 | $328K | Sell |
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|
2014
Q2 | $314K | Buy |
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|
2014
Q1 | $318K | Sell |
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|
2013
Q4 | $424K | Buy |
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|
2013
Q3 | $312K | Sell |
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|
2013
Q2 | $325K | Buy |
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