Landsberg Bennett & Dubbaneh’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $713K | Buy |
9,826
+240
| +3% | +$17.4K | 0.09% | 151 |
|
|
2021
Q2 | $816K | Buy |
9,586
+256
| +3% | +$21.8K | 0.11% | 138 |
|
|
2021
Q1 | $776K | Buy |
9,330
+1,672
| +22% | +$139K | 0.11% | 136 |
|
|
2020
Q4 | $536K | Buy |
+7,658
| New | +$536K | 0.08% | 143 |
|
|
2020
Q1 | – | Sell |
-3,666
| Closed | -$405K | – | 213 |
|
|
2019
Q4 | $405K | Sell |
3,666
-486
| -12% | -$53.7K | 0.1% | 183 |
|
|
2019
Q3 | $430K | Sell |
4,152
-213
| -5% | -$22.1K | 0.12% | 149 |
|
|
2019
Q2 | $411K | Buy |
+4,365
| New | +$411K | 0.11% | 157 |
|