Independent Portfolio Consultants’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-100
| Closed | -$9K | – | 887 |
|
|
2016
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 711 |
|
|
2015
Q3 | – | Sell |
-625
| Closed | -$50K | – | 852 |
|
|
2015
Q2 | $50K | Sell |
625
-607
| -49% | -$48.6K | 0.01% | 624 |
|
|
2015
Q1 | $97K | Sell |
1,232
-193
| -14% | -$15.2K | 0.02% | 486 |
|
|
2014
Q4 | $102K | Buy |
+1,425
| New | +$102K | 0.02% | 500 |
|