HTLF Bank’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,432
Closed -$202K 242
2024
Q2
$202K Sell
1,432
-34
-2% -$4.8K 0.02% 226
2024
Q1
$239K Buy
+1,466
New +$239K 0.03% 206