Jasper Ridge Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,910
| Closed | -$234K | – | 123 |
|
|
2014
Q2 | $234K | Hold |
2,910
| – | – | 0.02% | 121 |
|
|
2014
Q1 | $224K | Hold |
2,910
| – | – | 0.01% | 117 |
|
|
2013
Q4 | $224K | Buy |
+2,910
| New | +$224K | 0.01% | 113 |
|
|
2013
Q3 | – | Sell |
-3,910
| Closed | -$230K | – | 113 |
|
|
2013
Q2 | $230K | Buy |
+3,910
| New | +$230K | 0.01% | 105 |
|