Court Place Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,884
| Closed | -$210K | – | 172 |
|
|
2019
Q4 | $210K | Buy |
+1,884
| New | +$210K | 0.08% | 173 |
|
|
2018
Q4 | – | Sell |
-1,933
| Closed | -$218K | – | 175 |
|
|
2018
Q3 | $218K | Sell |
1,933
-32
| -2% | -$3.61K | 0.08% | 164 |
|
|
2018
Q2 | $221K | Buy |
+1,965
| New | +$221K | 0.09% | 159 |
|