Investment House LLC’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,781
Closed -$264K 217
2020
Q4
$264K Sell
3,781
-200
-5% -$14K 0.02% 199
2020
Q3
$206K Sell
3,981
-112
-3% -$5.8K 0.02% 199
2020
Q2
$294K Buy
+4,093
New +$294K 0.03% 162