Newfound Research’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9
| Closed | -$1K | – | 157 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 76 |
|
|
2019
Q4 | $1K | Sell |
9
-3
| -25% | -$333 | ﹤0.01% | 125 |
|
|
2019
Q3 | $1K | Buy |
12
+4
| +50% | +$333 | ﹤0.01% | 134 |
|
|
2019
Q2 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 134 |
|
|
2019
Q1 | $1K | Buy |
7
+4
| +133% | +$571 | ﹤0.01% | 131 |
|
|
2018
Q4 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 194 |
|
|
2018
Q3 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 216 |
|
|
2018
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 206 |
|
|
2017
Q3 | – | Sell |
-6
| Closed | -$1K | – | 220 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 149 |
|
|
2017
Q1 | $0 | Buy |
6
+1
| +20% | – | ﹤0.01% | 210 |
|
|
2016
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 176 |
|
|
2016
Q3 | $0 | Buy |
5
+1
| +25% | – | ﹤0.01% | 178 |
|
|
2016
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 172 |
|