PIA
Peachtree Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,500
| Closed | -$282K | – | 81 |
|
|
2018
Q3 | $282K | Hold |
2,500
| – | – | 0.19% | 68 |
|
|
2018
Q2 | $281K | Hold |
2,500
| – | – | 0.2% | 67 |
|
|
2018
Q1 | $240K | Sell |
2,500
-115
| -4% | -$11K | 0.18% | 72 |
|
|
2017
Q4 | $265K | Sell |
2,615
-1,351
| -34% | -$137K | 0.2% | 73 |
|
|
2017
Q3 | $363K | Hold |
3,966
| – | – | 0.31% | 64 |
|
|
2017
Q2 | $328K | Hold |
3,966
| – | – | 0.28% | 70 |
|
|
2017
Q1 | $314K | Sell |
3,966
-678
| -15% | -$53.7K | 0.29% | 72 |
|
|
2016
Q4 | $401K | Hold |
4,644
| – | – | 0.39% | 61 |
|
|
2016
Q3 | $374K | Sell |
4,644
-450
| -9% | -$36.2K | 0.37% | 62 |
|
|
2016
Q2 | $404K | Hold |
5,094
| – | – | 0.41% | 58 |
|
|
2016
Q1 | $441K | Hold |
5,094
| – | – | 0.44% | 57 |
|
|
2015
Q4 | $417K | Sell |
5,094
-500
| -9% | -$40.9K | 0.44% | 60 |
|
|
2015
Q3 | $430K | Hold |
5,594
| – | – | 0.45% | 60 |
|
|
2015
Q2 | $451K | Hold |
5,594
| – | – | 0.34% | 78 |
|
|
2015
Q1 | $440K | Hold |
5,594
| – | – | 0.32% | 81 |
|
|
2014
Q4 | $401K | Hold |
5,594
| – | – | 0.27% | 98 |
|
|
2014
Q3 | $455K | Hold |
5,594
| – | – | 0.3% | 87 |
|
|
2014
Q2 | $450K | Sell |
5,594
-396
| -7% | -$31.9K | 0.3% | 88 |
|
|
2014
Q1 | $462K | Sell |
5,990
-30
| -0.5% | -$2.31K | 0.31% | 88 |
|
|
2013
Q4 | $464K | Buy |
+6,020
| New | +$464K | 0.32% | 87 |
|