Grace Capital’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $348K | Buy |
|
|||||
|
2021
Q3 | $318K | Sell |
|
|||||
|
2021
Q2 | $257K | Sell |
|
|||||
|
2021
Q1 | $310K | Hold |
|
|||||
|
2020
Q4 | $266K | Hold |
|
|||||
|
2020
Q3 | $196K | Sell |
|
|||||
|
2020
Q2 | $388K | Buy |
|
|||||
|
2020
Q1 | $268K | Sell |
|
|||||
|
2019
Q4 | $624K | Sell |
|
|||||
|
2019
Q3 | $635K | Hold |
|
|||||
|
2019
Q2 | $571K | Sell |
|
|||||
|
2019
Q1 | $621K | Buy |
|
|||||
|
2018
Q4 | $534K | Buy |
|
|||||
|
2018
Q3 | $226K | Hold |
|
|||||
|
2018
Q2 | $224K | Buy |
|