Horan Capital Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-578
| Closed | -$30K | – | 230 |
|
|
2020
Q3 | $30K | Buy |
+578
| New | +$30K | 0.02% | 199 |
|
|
2020
Q1 | – | Sell |
-578
| Closed | -$64K | – | 211 |
|
|
2019
Q4 | $64K | Hold |
578
| – | – | 0.04% | 133 |
|
|
2019
Q3 | $59K | Buy |
+578
| New | +$59K | 0.04% | 136 |
|
|
2019
Q2 | – | Sell |
-524
| Closed | -$50K | – | 205 |
|
|
2019
Q1 | $50K | Buy |
+524
| New | +$50K | 0.03% | 140 |
|
|
2017
Q4 | – | Sell |
-698
| Closed | -$64K | – | 223 |
|
|
2017
Q3 | $64K | Buy |
+698
| New | +$64K | 0.04% | 129 |
|