KM
Kalos Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28
| Closed | -$2.84K | – | 311 |
|
|
2023
Q1 | $2.84K | Buy |
+28
| New | +$2.84K | 0.01% | 315 |
|
|
2019
Q3 | – | Sell |
-13,992
| Closed | -$1.21M | – | 226 |
|
|
2019
Q2 | $1.21M | Buy |
13,992
+2,415
| +21% | +$208K | 0.55% | 48 |
|
|
2019
Q1 | $1.1M | Sell |
11,577
-2,764
| -19% | -$263K | 0.71% | 43 |
|
|
2018
Q4 | $1.24M | Buy |
+14,341
| New | +$1.24M | 0.6% | 49 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 415 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 480 |
|