Mid Atlantic Financial Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $400K | Buy |
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|
2021
Q1 | $354K | Buy |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $242K | Sell |
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|
2020
Q2 | $377K | Sell |
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|
2020
Q1 | $374K | Sell |
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|
2019
Q4 | $801K | Sell |
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|
2019
Q3 | $796K | Sell |
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|
2019
Q2 | $771K | Buy |
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|
2019
Q1 | $737K | Sell |
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|
2018
Q4 | $721K | Buy |
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