Gofen & Glossberg’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $505K | Buy |
|
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|
2022
Q3 | $391K | Sell |
|
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|
2022
Q2 | $416K | Buy |
|
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|
2022
Q1 | $417K | Buy |
|
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|
2021
Q4 | $349K | Sell |
|
|||||
|
2021
Q3 | $342K | Buy |
|
|||||
|
2021
Q2 | $412K | Buy |
|
|||||
|
2021
Q1 | $391K | Buy |
|
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|
2020
Q4 | $274K | Sell |
|
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|
2020
Q3 | $205K | Hold |
|
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|
2020
Q2 | $284K | Sell |
|
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|
2020
Q1 | $213K | Sell |
|
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|
2019
Q4 | $473K | Buy |
|
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|
2019
Q3 | $432K | Sell |
|
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|
2019
Q2 | $453K | Buy |
|
|||||
|
2019
Q1 | $406K | Hold |
|
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|
2018
Q4 | $367K | Hold |
|
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|
2018
Q3 | $481K | Hold |
|
|||||
|
2018
Q2 | $479K | Buy |
|
|||||
|
2018
Q1 | $400K | Sell |
|
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|
2017
Q4 | $424K | Hold |
|
|||||
|
2017
Q3 | $384K | Sell |
|
|||||
|
2017
Q2 | $349K | Sell |
|
|||||
|
2017
Q1 | $385K | Sell |
|
|||||
|
2016
Q4 | $471K | Buy |
|
|||||
|
2016
Q3 | $387K | Sell |
|
|||||
|
2016
Q2 | $382K | Sell |
|
|||||
|
2016
Q1 | $455K | Sell |
|
|||||
|
2015
Q4 | $458K | Buy |
|
|||||
|
2015
Q3 | $405K | Sell |
|
|||||
|
2015
Q2 | $435K | Buy |
|
|||||
|
2015
Q1 | $418K | Sell |
|
|||||
|
2014
Q4 | $386K | Sell |
|
|||||
|
2014
Q3 | $479K | Buy |
|
|||||
|
2014
Q2 | $442K | Sell |
|
|||||
|
2014
Q1 | $580K | Sell |
|
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|
2013
Q4 | $644K | Hold |
|
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|
2013
Q3 | $483K | Sell |
|
|||||
|
2013
Q2 | $501K | Buy |
|