LD
Lipe & Dalton’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-532
| Closed | -$87K | – | 105 |
|
|
2024
Q1 | $87K | Buy |
+532
| New | +$87K | 0.04% | 92 |
|
|
2020
Q1 | – | Sell |
-1,532
| Closed | -$171K | – | 103 |
|
|
2019
Q4 | $171K | Hold |
1,532
| – | – | 0.11% | 74 |
|
|
2019
Q3 | $157K | Hold |
1,532
| – | – | 0.11% | 75 |
|
|
2019
Q2 | $143K | Buy |
+1,532
| New | +$143K | 0.1% | 72 |
|