Northern Capital Management (Wisconsin)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $376K | Sell |
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|
2018
Q3 | $502K | Hold |
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|
2018
Q2 | $500K | Sell |
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|
2018
Q1 | $534K | Sell |
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|
2017
Q4 | $569K | Sell |
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|
2017
Q3 | $520K | Sell |
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|
2017
Q2 | $475K | Sell |
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|
2017
Q1 | $469K | Sell |
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|
2016
Q4 | $549K | Sell |
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|
2016
Q3 | $572K | Buy |
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|
2016
Q2 | $494K | Buy |
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|
2016
Q1 | $453K | Sell |
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|
2015
Q4 | $471K | Sell |
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|
2015
Q3 | $450K | Sell |
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|
2015
Q2 | $484K | Sell |
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|
2015
Q1 | $484K | Buy |
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|
2014
Q4 | $426K | Buy |
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|
2014
Q3 | $409K | Sell |
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|
2014
Q2 | $417K | Sell |
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|
2014
Q1 | $565K | Sell |
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|
2013
Q4 | $572K | Sell |
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|
2013
Q3 | $481K | Sell |
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|
2013
Q2 | $499K | Buy |
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