Integrated Wealth Management’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 | $857K | Buy |
10,815
+3
| +0% | +$238 | 0.29% | 92 |
|
|
2016
Q4 | $934K | Buy |
10,812
+3
| +0% | +$259 | 0.35% | 80 |
|
|
2016
Q3 | $871K | Buy |
10,809
+290
| +3% | +$23.4K | 0.31% | 78 |
|
|
2016
Q2 | $835K | Sell |
10,519
-341
| -3% | -$27.1K | 0.32% | 69 |
|
|
2016
Q1 | $940K | Buy |
10,860
+60
| +0.6% | +$5.19K | 0.4% | 63 |
|
|
2015
Q4 | $883K | Sell |
10,800
-101
| -0.9% | -$8.26K | 0.38% | 64 |
|
|
2015
Q3 | $838K | Hold |
10,901
| – | – | 0.37% | 63 |
|
|
2015
Q2 | $878K | Buy |
10,901
+500
| +5% | +$40.3K | 0.34% | 64 |
|
|
2015
Q1 | $817K | Buy |
+10,401
| New | +$817K | 0.34% | 66 |
|