Girard Securities’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,541
| Closed | -$233K | – | 90 |
|
|
2017
Q3 | $233K | Sell |
2,541
-758
| -23% | -$69.5K | 0.21% | 107 |
|
|
2017
Q2 | $273K | Buy |
3,299
+356
| +12% | +$29.5K | 0.2% | 122 |
|
|
2017
Q1 | $233K | Sell |
2,943
-293
| -9% | -$23.2K | 0.2% | 132 |
|
|
2016
Q4 | $280K | Buy |
3,236
+593
| +22% | +$51.3K | 0.24% | 118 |
|
|
2016
Q3 | $213K | Sell |
2,643
-985
| -27% | -$79.4K | 0.22% | 133 |
|
|
2016
Q2 | $287K | Sell |
3,628
-146
| -4% | -$11.6K | 0.26% | 111 |
|
|
2016
Q1 | $328K | Buy |
3,774
+232
| +7% | +$20.2K | 0.32% | 96 |
|
|
2015
Q4 | $289K | Buy |
+3,542
| New | +$289K | 0.29% | 107 |
|