National Penn Investors Trust’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $377K | Sell |
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|
2015
Q4 | $439K | Hold |
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|
2015
Q3 | $412K | Sell |
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|
2015
Q2 | $436K | Sell |
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|
2015
Q1 | $478K | Sell |
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|
2014
Q4 | $442K | Sell |
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|
2014
Q3 | $512K | Buy |
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|
2014
Q2 | $499K | Buy |
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|
2014
Q1 | $458K | Sell |
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|
2013
Q4 | $536K | Buy |
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|
2013
Q3 | $250K | Buy |
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