Emerald Advisers’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,806
| Closed | -$229K | – | 369 |
|
|
2015
Q1 | $229K | Hold |
2,806
| – | – | 0.01% | 322 |
|
|
2014
Q4 | $201K | Buy |
+2,806
| New | +$201K | 0.01% | 326 |
|
|
2014
Q3 | – | Sell |
-2,982
| Closed | -$240K | – | 399 |
|
|
2014
Q2 | $240K | Sell |
2,982
-1,080
| -27% | -$86.9K | 0.01% | 330 |
|
|
2014
Q1 | $313K | Sell |
4,062
-671
| -14% | -$51.7K | 0.02% | 313 |
|
|
2013
Q4 | $365K | Sell |
4,733
-2,134
| -31% | -$165K | 0.02% | 300 |
|
|
2013
Q3 | $397K | Buy |
6,867
+529
| +8% | +$30.6K | 0.02% | 292 |
|
|
2013
Q2 | $373K | Buy |
+6,338
| New | +$373K | 0.02% | 287 |
|