CT Financial Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $196K | Hold |
2,472
| – | – | 0.12% | 153 |
|
|
2016
Q4 | $214K | Hold |
2,472
| – | – | 0.14% | 144 |
|
|
2016
Q3 | $199K | Hold |
2,472
| – | – | 0.12% | 146 |
|
|
2016
Q2 | $196K | Sell |
2,472
-1,056
| -30% | -$83.8K | 0.12% | 146 |
|
|
2016
Q1 | $305K | Hold |
3,528
| – | – | 0.17% | 110 |
|
|
2015
Q4 | $289K | Hold |
3,528
| – | – | 0.17% | 113 |
|
|
2015
Q3 | $271K | Hold |
3,528
| – | – | 0.17% | 112 |
|
|
2015
Q2 | $284K | Hold |
3,528
| – | – | 0.16% | 115 |
|
|
2015
Q1 | $277K | Hold |
3,528
| – | – | 0.15% | 119 |
|
|
2014
Q4 | $253K | Buy |
+3,528
| New | +$253K | 0.19% | 95 |
|
|
2014
Q1 | $277K | Buy |
+3,528
| New | +$277K | 0.15% | 119 |
|