MWR
McAdams Wright Ragen’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $387K | Sell |
4,762
-1,925
| -29% | -$156K | 0.02% | 300 |
|
|
2014
Q2 | $537K | Sell |
6,687
-365
| -5% | -$29.3K | 0.03% | 251 |
|
|
2014
Q1 | $543K | Buy |
7,052
+1,435
| +26% | +$110K | 0.03% | 235 |
|
|
2013
Q4 | $433K | Sell |
5,617
-249
| -4% | -$19.2K | 0.03% | 252 |
|
|
2013
Q3 | $339K | Buy |
5,866
+862
| +17% | +$49.8K | 0.03% | 258 |
|
|
2013
Q2 | $295K | Buy |
+5,004
| New | +$295K | 0.02% | 276 |
|