Krilogy Financial’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-779
| Closed | -$88K | – | 545 |
|
|
2018
Q3 | $88K | Buy |
+779
| New | +$88K | 0.02% | 239 |
|
|
2018
Q2 | – | Sell |
-514
| Closed | -$49K | – | 532 |
|
|
2018
Q1 | $49K | Sell |
514
-80
| -13% | -$7.63K | 0.01% | 333 |
|
|
2017
Q4 | $60K | Buy |
594
+244
| +70% | +$24.6K | 0.01% | 298 |
|
|
2017
Q3 | $32K | Sell |
350
-455
| -57% | -$41.6K | 0.01% | 410 |
|
|
2017
Q2 | $67K | Buy |
805
+11
| +1% | +$916 | 0.02% | 274 |
|
|
2017
Q1 | $69K | Hold |
794
| – | – | 0.02% | 249 |
|
|
2016
Q4 | $69K | Sell |
794
-49
| -6% | -$4.26K | 0.02% | 249 |
|
|
2016
Q3 | $68K | Buy |
843
+54
| +7% | +$4.36K | 0.02% | 260 |
|
|
2016
Q2 | $63K | Buy |
789
+441
| +127% | +$35.2K | 0.02% | 270 |
|
|
2016
Q1 | $30K | Buy |
+348
| New | +$30K | 0.01% | 334 |
|
|
2015
Q4 | – | Sell |
-346
| Closed | -$27K | – | 559 |
|
|
2015
Q3 | $27K | Buy |
+346
| New | +$27K | 0.01% | 274 |
|