PPSG
Princeton Portfolio Strategies Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-6,888
| Closed | -$494K | – | 116 |
|
|
2014
Q4 | $494K | Hold |
6,888
| – | – | 0.2% | 94 |
|
|
2014
Q3 | $560K | Sell |
6,888
-515
| -7% | -$41.9K | 0.24% | 89 |
|
|
2014
Q2 | $595K | Sell |
7,403
-100
| -1% | -$8.04K | 0.26% | 95 |
|
|
2014
Q1 | $578K | Buy |
7,503
+270
| +4% | +$20.8K | 0.38% | 82 |
|
|
2013
Q4 | $558K | Sell |
7,233
-735
| -9% | -$56.7K | 0.38% | 80 |
|
|
2013
Q3 | $461K | Buy |
7,968
+400
| +5% | +$23.1K | 0.34% | 80 |
|
|
2013
Q2 | $446K | Buy |
+7,568
| New | +$446K | 0.37% | 76 |
|