KPF
K2 Principal Fund’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 226 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 245 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 246 |
|
|
2017
Q1 | – | Sell |
-7,000
| Closed | -$605K | – | 254 |
|
|
2016
Q4 | $605K | Hold |
7,000
| – | – | 0.06% | 107 |
|
|
2016
Q3 | $564K | Hold |
7,000
| – | – | 0.06% | 103 |
|
|
2016
Q2 | $555K | Buy |
+7,000
| New | +$555K | 0.07% | 107 |
|