Greenwich Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-27,700
| Closed | -$2.13M | – | 166 |
|
|
2015
Q3 | $2.13M | Sell |
27,700
-31,550
| -53% | -$2.42M | 0.51% | 57 |
|
|
2015
Q2 | $4.77M | Hold |
59,250
| – | – | 0.61% | 57 |
|
|
2015
Q1 | $4.66M | Hold |
59,250
| – | – | 0.53% | 59 |
|
|
2014
Q4 | $4.25M | Hold |
59,250
| – | – | 0.28% | 68 |
|
|
2014
Q3 | $4.82M | Hold |
59,250
| – | – | 0.32% | 67 |
|
|
2014
Q2 | $4.77M | Hold |
59,250
| – | – | 0.32% | 70 |
|
|
2014
Q1 | $4.57M | Hold |
59,250
| – | – | 0.32% | 69 |
|
|
2013
Q4 | $4.57M | Hold |
59,250
| – | – | 0.46% | 67 |
|
|
2013
Q3 | $3.43M | Hold |
59,250
| – | – | 0.25% | 72 |
|
|
2013
Q2 | $3.49M | Buy |
+59,250
| New | +$3.49M | 0.26% | 71 |
|