Gerstein Fisher’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $492K | Sell |
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|
2016
Q2 | $510K | Sell |
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|
2016
Q1 | $580K | Sell |
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|
2015
Q4 | $636K | Sell |
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|
2015
Q3 | $612K | Buy |
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|
2015
Q2 | $569K | Buy |
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|
2015
Q1 | $539K | Sell |
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|
2014
Q4 | $497K | Sell |
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|
2014
Q3 | $595K | Buy |
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|
2014
Q2 | $568K | Buy |
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|
2014
Q1 | $540K | Sell |
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|
2013
Q4 | $1.07M | Buy |
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|
2013
Q3 | $378K | Sell |
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|
2013
Q2 | $400K | Buy |
|