Parasol Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $4K | Sell |
50
-240
| -83% | -$19.2K | 0.01% | 90 |
|
|
2016
Q4 | $25K | Hold |
290
| – | – | 0.03% | 126 |
|
|
2016
Q3 | $23K | Hold |
290
| – | – | 0.02% | 123 |
|
|
2016
Q2 | $23K | Hold |
290
| – | – | 0.02% | 122 |
|
|
2016
Q1 | $25K | Hold |
290
| – | – | 0.02% | 117 |
|
|
2015
Q4 | $24K | Sell |
290
-234
| -45% | -$19.4K | 0.02% | 114 |
|
|
2015
Q3 | $40K | Sell |
524
-220
| -30% | -$16.8K | 0.04% | 97 |
|
|
2015
Q2 | $60K | Hold |
744
| – | – | 0.04% | 99 |
|
|
2015
Q1 | $58K | Hold |
744
| – | – | 0.04% | 96 |
|
|
2014
Q4 | $53K | Sell |
744
-351
| -32% | -$25K | 0.04% | 116 |
|
|
2014
Q3 | $89K | Sell |
1,095
-2,019
| -65% | -$164K | 0.06% | 76 |
|
|
2014
Q2 | $250K | Buy |
3,114
+2,730
| +711% | +$219K | 0.17% | 53 |
|
|
2014
Q1 | $30K | Hold |
384
| – | – | 0.02% | 119 |
|
|
2013
Q4 | $30K | Buy |
+384
| New | +$30K | 0.02% | 117 |
|