Kapitalo Investimentos’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,444
| Closed | -$563K | – | 273 |
|
|
2024
Q1 | $563K | Sell |
3,444
-204
| -6% | -$33.3K | 0.12% | 68 |
|
|
2023
Q4 | $486K | Sell |
3,648
-340
| -9% | -$45.3K | 0.1% | 109 |
|
|
2023
Q3 | $479K | Sell |
3,988
-1,105
| -22% | -$133K | 0.07% | 109 |
|
|
2023
Q2 | $486K | Buy |
5,093
+4,027
| +378% | +$384K | 0.09% | 97 |
|
|
2023
Q1 | $108K | Buy |
+1,066
| New | +$108K | 0.04% | 321 |
|
|
2020
Q2 | – | Sell |
-8,432
| Closed | -$452K | – | 23 |
|
|
2020
Q1 | $452K | Buy |
+8,432
| New | +$452K | 1.16% | 9 |
|