MYCIO Wealth Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-795
| Closed | -$64K | – | 547 |
|
|
2016
Q3 | $64K | Buy |
795
+500
| +169% | +$40.3K | 0.01% | 310 |
|
|
2016
Q2 | $23K | Hold |
295
| – | – | ﹤0.01% | 442 |
|
|
2016
Q1 | $26K | Hold |
295
| – | – | ﹤0.01% | 403 |
|
|
2015
Q4 | $24K | Hold |
295
| – | – | ﹤0.01% | 397 |
|
|
2015
Q3 | $23K | Hold |
295
| – | – | ﹤0.01% | 420 |
|
|
2015
Q2 | $24K | Buy |
295
+2
| +0.7% | +$163 | ﹤0.01% | 407 |
|
|
2015
Q1 | $23K | Buy |
293
+2
| +0.7% | +$157 | ﹤0.01% | 383 |
|
|
2014
Q4 | $21K | Buy |
291
+2
| +0.7% | +$144 | ﹤0.01% | 388 |
|
|
2014
Q3 | $23K | Buy |
289
+2
| +0.7% | +$159 | 0.01% | 348 |
|
|
2014
Q2 | $23K | Buy |
287
+1
| +0.3% | +$80 | 0.01% | 372 |
|
|
2014
Q1 | $22K | Sell |
286
-48
| -14% | -$3.69K | 0.01% | 372 |
|
|
2013
Q4 | $26K | Buy |
334
+51
| +18% | +$3.97K | 0.01% | 329 |
|
|
2013
Q3 | $16K | Buy |
283
+2
| +0.7% | +$113 | ﹤0.01% | 354 |
|
|
2013
Q2 | $17K | Buy |
+281
| New | +$17K | ﹤0.01% | 354 |
|