Kenfarb & Co’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.5K | Hold |
104
| – | – | 0.01% | 171 |
|
|
2023
Q2 | $9.92K | Hold |
104
| – | – | 0.01% | 182 |
|
|
2023
Q1 | $10.5K | Hold |
104
| – | – | 0.01% | 175 |
|
|
2022
Q4 | $10.8K | Hold |
104
| – | – | 0.01% | 179 |
|
|
2022
Q3 | $8K | Hold |
104
| – | – | 0.01% | 191 |
|
|
2022
Q2 | $9K | Hold |
104
| – | – | 0.01% | 160 |
|
|
2022
Q1 | $9K | Hold |
104
| – | – | 0.01% | 160 |
|
|
2021
Q4 | $8K | Buy |
+104
| New | +$8K | 0.01% | 164 |
|