Fusion Investment Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-62
| Closed | -$4K | – | 111 |
|
|
2014
Q4 | $4K | Sell |
62
-5,076
| -99% | -$327K | ﹤0.01% | 104 |
|
|
2014
Q3 | $418K | Sell |
5,138
-56
| -1% | -$4.56K | 0.36% | 44 |
|
|
2014
Q2 | $418K | Buy |
5,194
+526
| +11% | +$42.3K | 0.36% | 51 |
|
|
2014
Q1 | $360K | Sell |
4,668
-268
| -5% | -$20.7K | 0.37% | 45 |
|
|
2013
Q4 | $381K | Buy |
+4,936
| New | +$381K | 0.28% | 81 |
|