Index Management Solutions’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $14K | Buy |
178
+11
| +7% | +$865 | 0.01% | 472 |
|
|
2015
Q2 | $13K | Buy |
167
+72
| +76% | +$5.61K | 0.01% | 574 |
|
|
2015
Q1 | $7K | Sell |
95
-730
| -88% | -$53.8K | 0.01% | 646 |
|
|
2014
Q4 | $59K | Sell |
825
-71
| -8% | -$5.08K | 0.01% | 347 |
|
|
2014
Q3 | $73K | Buy |
896
+143
| +19% | +$11.7K | 0.01% | 780 |
|
|
2014
Q2 | $61K | Sell |
753
-141
| -16% | -$11.4K | 0.01% | 782 |
|
|
2014
Q1 | $69K | Sell |
894
-277
| -24% | -$21.4K | 0.01% | 617 |
|
|
2013
Q4 | $90K | Buy |
1,171
+303
| +35% | +$23.3K | 0.02% | 225 |
|
|
2013
Q3 | $50K | Buy |
+868
| New | +$50K | 0.01% | 450 |
|