Parasol Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $4K | Sell |
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|
2016
Q4 | $25K | Hold |
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|
2016
Q3 | $23K | Hold |
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|
2016
Q2 | $23K | Hold |
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|
2016
Q1 | $25K | Hold |
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|
2015
Q4 | $24K | Sell |
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|
2015
Q3 | $40K | Sell |
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|
2015
Q2 | $60K | Hold |
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|
2015
Q1 | $58K | Hold |
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|
2014
Q4 | $53K | Sell |
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|
2014
Q3 | $89K | Sell |
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|
2014
Q2 | $250K | Buy |
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|
2014
Q1 | $30K | Hold |
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|
2013
Q4 | $30K | Buy |
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