Inspire Investing’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,435
| Closed | -$345K | – | 672 |
|
|
2020
Q1 | $345K | Buy |
6,435
+1,592
| +33% | +$85.4K | 0.14% | 184 |
|
|
2019
Q4 | $540K | Sell |
4,843
-563
| -10% | -$62.8K | 0.19% | 195 |
|
|
2019
Q3 | $554K | Sell |
5,406
-141
| -3% | -$14.5K | 0.21% | 141 |
|
|
2019
Q2 | $519K | Buy |
5,547
+699
| +14% | +$65.4K | 0.22% | 142 |
|
|
2019
Q1 | $461K | Buy |
4,848
+1,528
| +46% | +$145K | 0.21% | 159 |
|
|
2018
Q4 | $286K | Buy |
3,320
+561
| +20% | +$48.3K | 0.19% | 135 |
|
|
2018
Q3 | $311K | Buy |
2,759
+173
| +7% | +$19.5K | 0.19% | 142 |
|
|
2018
Q2 | $290K | Sell |
2,586
-39
| -1% | -$4.37K | 0.21% | 134 |
|
|
2018
Q1 | $252K | Buy |
2,625
+753
| +40% | +$72.3K | 0.26% | 89 |
|
|
2017
Q4 | $189K | Buy |
+1,872
| New | +$189K | 0.16% | 91 |
|