NDSI
Newman Dignan & Sheerar Inc’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,352
| Closed | -$221K | – | 174 |
|
|
2024
Q1 | $221K | Buy |
+1,352
| New | +$221K | 0.06% | 166 |
|
|
2020
Q1 | – | Sell |
-1,854
| Closed | -$207 | – | 151 |
|
|
2019
Q4 | $207 | Buy |
+1,854
| New | +$207 | 0.02% | 156 |
|
|
2019
Q3 | – | Sell |
-2,157
| Closed | -$202 | – | 159 |
|
|
2019
Q2 | $202 | Buy |
+2,157
| New | +$202 | 0.01% | 165 |
|
|
2018
Q4 | – | Sell |
-1,854
| Closed | -$219K | – | 148 |
|
|
2018
Q3 | $219K | Hold |
1,854
| – | – | 0.1% | 148 |
|
|
2018
Q2 | $208 | Buy |
+1,854
| New | +$208 | 0.01% | 154 |
|