Harel Insurance Investments & Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-728
| Closed | -$119K | – | 572 |
|
|
2024
Q1 | $119K | Buy |
+728
| New | +$119K | ﹤0.01% | 289 |
|
|
2023
Q3 | – | Sell |
-2,760
| Closed | -$261K | – | 753 |
|
|
2023
Q2 | $261K | Buy |
+2,760
| New | +$261K | 0.01% | 281 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$272K | – | 851 |
|
|
2021
Q1 | $272K | Hold |
1,000
| – | – | 0.01% | 562 |
|
|
2020
Q4 | $225K | Hold |
1,000
| – | – | 0.01% | 481 |
|
|
2020
Q3 | $52K | Hold |
1,000
| – | – | ﹤0.01% | 454 |
|
|
2020
Q2 | $72K | Buy |
+1,000
| New | +$72K | ﹤0.01% | 360 |
|
|
2019
Q3 | – | Sell |
-3,050
| Closed | -$285K | – | 553 |
|
|
2019
Q2 | $285K | Buy |
3,050
+2,000
| +190% | +$187K | 0.02% | 165 |
|
|
2019
Q1 | $100K | Sell |
1,050
-3,000
| -74% | -$286K | 0.01% | 183 |
|
|
2018
Q4 | $349K | Buy |
4,050
+1,000
| +33% | +$86.2K | 0.02% | 130 |
|
|
2018
Q3 | $344K | Hold |
3,050
| – | – | 0.02% | 168 |
|
|
2018
Q2 | $343K | Hold |
3,050
| – | – | 0.02% | 156 |
|
|
2018
Q1 | $293K | Hold |
3,050
| – | – | 0.02% | 173 |
|
|
2017
Q4 | $309K | Hold |
3,050
| – | – | 0.02% | 172 |
|
|
2017
Q3 | $279K | Sell |
3,050
-1,720
| -36% | -$157K | 0.02% | 147 |
|
|
2017
Q2 | $394K | Sell |
4,770
-685
| -13% | -$56.6K | 0.03% | 123 |
|
|
2017
Q1 | $420K | Buy |
5,455
+5,255
| +2,628% | +$405K | 0.04% | 100 |
|
|
2016
Q4 | $17K | Buy |
+200
| New | +$17K | ﹤0.01% | 265 |
|
|
2016
Q3 | – | Sell |
-1,460
| Closed | -$138K | – | 626 |
|
|
2016
Q2 | $138K | Buy |
1,460
+1,409
| +2,763% | +$133K | 0.02% | 206 |
|
|
2016
Q1 | $30K | Buy |
+51
| New | +$30K | ﹤0.01% | 245 |
|