Monte Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,400
| Closed | -$207K | – | 71 |
|
|
2018
Q4 | $207K | Sell |
2,400
-690
| -22% | -$59.5K | 0.22% | 67 |
|
|
2018
Q3 | $348K | Buy |
3,090
+191
| +7% | +$21.5K | 0.33% | 50 |
|
|
2018
Q2 | $326K | Sell |
2,899
-635
| -18% | -$71.4K | 0.33% | 52 |
|
|
2018
Q1 | $339K | Buy |
3,534
+171
| +5% | +$16.4K | 0.35% | 48 |
|
|
2017
Q4 | $340K | Buy |
+3,363
| New | +$340K | 0.35% | 50 |
|