KMS Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $839K | Buy |
10,318
+247
| +2% | +$20.1K | 0.12% | 179 |
|
|
2014
Q2 | $810K | Buy |
10,071
+513
| +5% | +$41.3K | 0.12% | 184 |
|
|
2014
Q1 | $736K | Buy |
9,558
+477
| +5% | +$36.7K | 0.12% | 196 |
|
|
2013
Q4 | $700K | Buy |
9,081
+873
| +11% | +$67.3K | 0.12% | 195 |
|
|
2013
Q3 | $474K | Buy |
8,208
+848
| +12% | +$49K | 0.12% | 210 |
|
|
2013
Q2 | $433K | Buy |
+7,360
| New | +$433K | 0.12% | 206 |
|