Marino Stram & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-371
| Closed | -$35K | – | 443 |
|
|
2019
Q1 | $35K | Buy |
371
+1
| +0.3% | +$94 | 0.03% | 194 |
|
|
2018
Q4 | $32K | Hold |
370
| – | – | 0.03% | 178 |
|
|
2018
Q3 | $42K | Buy |
370
+1
| +0.3% | +$114 | 0.03% | 183 |
|
|
2018
Q2 | $41K | Hold |
369
| – | – | 0.04% | 184 |
|
|
2018
Q1 | $35K | Sell |
369
-34
| -8% | -$3.23K | 0.03% | 194 |
|
|
2017
Q4 | $41K | Buy |
+403
| New | +$41K | 0.04% | 185 |
|