Legacy Capital Partners’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,069
Closed -$231K 150
2019
Q4
$231K Buy
+2,069
New +$231K 0.09% 141
2018
Q4
Sell
-1,948
Closed -$220K 136
2018
Q3
$220K Buy
+1,948
New +$220K 0.1% 129