Invictus RG’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-196
| Closed | -$16K | – | 792 |
|
|
2017
Q1 | $16K | Buy |
+196
| New | +$16K | 0.01% | 613 |
|
|
2016
Q2 | – | Sell |
-1,419
| Closed | -$123K | – | 706 |
|
|
2016
Q1 | $123K | Sell |
1,419
-5,379
| -79% | -$466K | 0.15% | 266 |
|
|
2015
Q4 | $556K | Buy |
+6,798
| New | +$556K | 0.53% | 35 |
|