Gerber Kawasaki Wealth & Investment Management’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 | – | Sell |
-3,526
| Closed | -$304K | – | 122 |
|
|
2016
Q4 | $304K | Sell |
3,526
-5,810
| -62% | -$501K | 0.16% | 79 |
|
|
2016
Q3 | $752K | Sell |
9,336
-4,180
| -31% | -$337K | 0.44% | 46 |
|
|
2016
Q2 | $1.07M | Buy |
13,516
+5,485
| +68% | +$435K | 0.68% | 35 |
|
|
2016
Q1 | $695K | Buy |
8,031
+3,600
| +81% | +$312K | 0.48% | 44 |
|
|
2015
Q4 | $362K | Buy |
+4,431
| New | +$362K | 0.25% | 59 |
|