KA
Kaizen Advisory’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $101K | Buy |
1,172
+168
| +17% | +$14.5K | 0.07% | 220 |
|
|
2018
Q3 | $113K | Hold |
1,004
| – | – | 0.06% | 214 |
|
|
2018
Q2 | $113K | Buy |
1,004
+593
| +144% | +$66.7K | 0.06% | 211 |
|
|
2018
Q1 | $39K | Hold |
411
| – | – | 0.04% | 228 |
|
|
2017
Q4 | $42K | Buy |
+411
| New | +$42K | 0.03% | 214 |
|