Gary Goldberg Planning Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $213K | Sell |
2,975
-75
| -2% | -$5.37K | 0.09% | 103 |
|
|
2014
Q3 | $248K | Sell |
3,050
-15
| -0.5% | -$1.22K | 0.1% | 100 |
|
|
2014
Q2 | $247K | Buy |
3,065
+196
| +7% | +$15.8K | 0.11% | 101 |
|
|
2014
Q1 | $221K | Sell |
2,869
-453
| -14% | -$34.9K | 0.11% | 101 |
|
|
2013
Q4 | $256K | Sell |
3,322
-553
| -14% | -$42.6K | 0.15% | 85 |
|
|
2013
Q3 | $224K | Sell |
3,875
-397
| -9% | -$22.9K | 0.14% | 87 |
|
|
2013
Q2 | $252K | Buy |
+4,272
| New | +$252K | 0.16% | 73 |
|