Investors Capital Advisory Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $342K | Sell |
4,314
-672
| -13% | -$53.3K | 0.07% | 382 |
|
|
2016
Q1 | $431K | Sell |
4,986
-1,118
| -18% | -$96.6K | 0.09% | 310 |
|
|
2015
Q4 | $499K | Sell |
6,104
-894
| -13% | -$73.1K | 0.1% | 287 |
|
|
2015
Q3 | $537K | Buy |
6,998
+767
| +12% | +$58.9K | 0.11% | 257 |
|
|
2015
Q2 | $501K | Buy |
6,231
+409
| +7% | +$32.9K | 0.09% | 313 |
|
|
2015
Q1 | $457K | Buy |
5,822
+1,289
| +28% | +$101K | 0.09% | 333 |
|
|
2014
Q4 | $325K | Sell |
4,533
-4
| -0.1% | -$287 | 0.06% | 414 |
|
|
2014
Q3 | $368K | Sell |
4,537
-531
| -10% | -$43.1K | 0.07% | 379 |
|
|
2014
Q2 | $407K | Sell |
5,068
-400
| -7% | -$32.1K | 0.07% | 399 |
|
|
2014
Q1 | $421K | Buy |
5,468
+1,250
| +30% | +$96.2K | 0.09% | 318 |
|
|
2013
Q4 | $325K | Buy |
4,218
+338
| +9% | +$26K | 0.08% | 360 |
|
|
2013
Q3 | $224K | Sell |
3,880
-44
| -1% | -$2.54K | 0.06% | 433 |
|
|
2013
Q2 | $231K | Buy |
+3,924
| New | +$231K | 0.07% | 377 |
|