Employers Holdings’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $637K | Hold |
7,811
| – | – | 0.38% | 83 |
|
|
2020
Q4 | $546K | Hold |
7,811
| – | – | 0.33% | 91 |
|
|
2020
Q3 | $405K | Hold |
7,811
| – | – | 0.27% | 99 |
|
|
2020
Q2 | $562K | Sell |
7,811
-2,790
| -26% | -$201K | 0.32% | 91 |
|
|
2020
Q1 | $569K | Buy |
10,601
+1,920
| +22% | +$103K | 0.39% | 80 |
|
|
2019
Q4 | $967K | Hold |
8,681
| – | – | 0.51% | 62 |
|
|
2019
Q3 | $889K | Buy |
8,681
+870
| +11% | +$89.1K | 0.46% | 67 |
|
|
2019
Q2 | $731K | Buy |
+7,811
| New | +$731K | 0.41% | 82 |
|