Laffer Tengler Investments’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-65
| Closed | -$6.77K | – | 436 |
|
|
2022
Q4 | $6.77K | Hold |
65
| – | – | ﹤0.01% | 384 |
|
|
2022
Q3 | $5.25K | Buy |
+65
| New | +$5.25K | ﹤0.01% | 338 |
|
|
2022
Q1 | – | Sell |
-3,301
| Closed | -$239K | – | 421 |
|
|
2021
Q4 | $239K | Buy |
3,301
+300
| +10% | +$21.7K | 0.07% | 187 |
|
|
2021
Q3 | $210K | Sell |
3,001
-2,401
| -44% | -$168K | 0.06% | 210 |
|
|
2021
Q2 | $464K | Buy |
5,402
+4,050
| +300% | +$348K | 0.17% | 117 |
|
|
2021
Q1 | $110K | Buy |
1,352
+150
| +12% | +$12.2K | 0.04% | 219 |
|
|
2020
Q4 | $84.9K | Buy |
+1,202
| New | +$84.9K | 0.04% | 228 |
|