LFASL
Lugano Financial Advisors SA (LFA)’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-717
| Closed | -$50K | – | 120 |
|
|
2020
Q4 | $50K | Hold |
717
| – | – | 0.04% | 87 |
|
|
2020
Q3 | $42K | Hold |
717
| – | – | 0.04% | 90 |
|
|
2020
Q2 | $54K | Hold |
717
| – | – | 0.06% | 89 |
|
|
2020
Q1 | $66K | Hold |
717
| – | – | 0.06% | 99 |
|
|
2019
Q4 | $80K | Buy |
+717
| New | +$80K | 0.06% | 101 |
|
|
2019
Q2 | $76K | Buy |
+816
| New | +$76K | 0.05% | 96 |
|