Lourd Capital’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,594
| Closed | -$310K | – | 250 |
|
|
2018
Q4 | $310K | Buy |
3,594
+60
| +2% | +$5.18K | 0.02% | 191 |
|
|
2018
Q3 | $398K | Buy |
+3,534
| New | +$398K | 0.03% | 161 |
|
|
2018
Q1 | – | Sell |
-4,300
| Closed | -$435K | – | 280 |
|
|
2017
Q4 | $435K | Buy |
+4,300
| New | +$435K | 0.03% | 177 |
|