Meitav Investment House’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27,922
| Closed | -$4.24M | – | 326 |
|
|
2023
Q4 | $4.24M | Sell |
27,922
-2,986
| -10% | -$454K | 0.06% | 123 |
|
|
2023
Q3 | $3.93M | Buy |
30,908
+5,920
| +24% | +$753K | 0.06% | 130 |
|
|
2023
Q2 | $3.26M | Sell |
24,988
-1,392
| -5% | -$181K | 0.05% | 148 |
|
|
2023
Q1 | $2.8M | Buy |
+26,380
| New | +$2.8M | 0.05% | 162 |
|
|
2018
Q2 | – | Sell |
-9,176
| Closed | -$880K | – | 444 |
|
|
2018
Q1 | $880K | Buy |
+9,176
| New | +$880K | 0.04% | 197 |
|